PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VLMIX
Price
$36.14
Change
+$0.31 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.02B
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PMBMX vs VLMIX

Header iconPMBMX vs VLMIX Comparison
Open Charts PMBMX vs VLMIXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused Institutional
Price$36.14
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBMX vs VLMIX Comparison Chart in %
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PMBMX vs. VLMIX commentary
Jul 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. VLMIX (2.02B). VLMIX pays higher dividends than PMBMX: VLMIX (0.27) vs PMBMX (0.02). PMBMX was incepted earlier than VLMIX: PMBMX (25 years) vs VLMIX (8 years). PMBMX (1.14) 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 : 14.80 vs. VLMIX (5.92). PMBMX return over 5 years is better than : 55.71 vs. VLMIX (46.14).
PMBMXVLMIXPMBMX / VLMIX
Total Expense Ratio1.140.87131%
Annual Report Gross Expense Ratio1.140.87131%
Fund Existence25 years8 years-
Gain YTD6.8544.391156%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.02B1,600%
Annual Yield % from dividends0.020.278%
Returns for 1 year14.805.92250%
Returns for 3 years50.1937.36134%
Returns for 5 years55.7146.14121%
Returns for 10 years94.74N/A-
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