PMBMX
Price
$40.14
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
VLMIX
Price
$33.54
Change
+$0.18 (+0.54%)
Updated
Apr 24 closing price
Net Assets
1.85B
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PMBMX vs VLMIX

Header iconPMBMX vs VLMIX Comparison
Open Charts PMBMX vs VLMIXBanner chart's image
Principal MidCap R3
Price$40.14
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
Value Line Mid Cap Focused Institutional
Price$33.54
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets1.85B
PMBMX vs VLMIX Comparison Chart
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PMBMX vs. VLMIX commentary
Apr 25, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PMBMX is a Buy and VLMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.9B vs. VLMIX (1.85B). VLMIX pays higher dividends than PMBMX: VLMIX (0.28) vs PMBMX (0.02). PMBMX was incepted earlier than VLMIX: PMBMX (24 years) vs VLMIX (8 years). PMBMX (1.15) is less costly to investors than VLMIX (0.87). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PMBMX has a lower initial minimum investment than VLMIX: PMBMX (0) vs VLMIX (100000). PMBMX annual gain was more profitable for investors over the last year : 6.20 vs. VLMIX (1.54). PMBMX return over 5 years is better than : 63.91 vs. VLMIX (55.07).
PMBMXVLMIXPMBMX / VLMIX
Total Expense Ratio1.150.87132%
Annual Report Gross Expense Ratio1.150.87132%
Fund Existence24 years8 years-
Gain YTD-3.158-3.120101%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B1.85B1,564%
Annual Yield % from dividends0.020.288%
Returns for 1 year6.201.54403%
Returns for 3 years19.9817.48114%
Returns for 5 years63.9155.07116%
Returns for 10 years73.93N/A-
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