PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
31.03B
VLIFX
Price
$34.71
Change
-$0.45 (-1.28%)
Updated
Jun 13 closing price
Net Assets
1.99B
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PMBPX vs VLIFX

Header iconPMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets31.03B
Value Line Mid Cap Focused
Price$34.71
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets1.99B
PMBPX vs VLIFX Comparison Chart
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PMBPX vs. VLIFX commentary
Jun 14, 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 PMBPX is a Buy and VLIFX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31B vs. VLIFX (1.99B). VLIFX pays higher dividends than PMBPX: VLIFX (0.05) vs PMBPX (0.01). PMBPX was incepted earlier than VLIFX: PMBPX (25 years) vs VLIFX (75 years). VLIFX (1.08) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBPX has a lower initial minimum investment than VLIFX: PMBPX (0) vs VLIFX (1000). PMBPX annual gain was more profitable for investors over the last year : 11.98 vs. VLIFX (2.81). PMBPX return over 5 years is better than : 56.72 vs. VLIFX (42.58).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years75 years-
Gain YTD3.5201.019346%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31B1.99B1,559%
Annual Yield % from dividends0.010.0515%
Returns for 1 year11.982.81427%
Returns for 3 years51.8538.73134%
Returns for 5 years56.7242.58133%
Returns for 10 years95.68131.7973%
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