PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VLIFX
Price
$35.83
Change
+$0.31 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.02B
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PMBPX vs VLIFX

Header iconPMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused
Price$35.83
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBPX vs VLIFX Comparison Chart in %
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PMBPX vs. VLIFX commentary
Jul 05, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. VLIFX (2.02B). 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 : 15.41 vs. VLIFX (5.69). PMBPX return over 5 years is better than : 59.60 vs. VLIFX (44.23).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years75 years-
Gain YTD7.0414.278165%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.02B1,600%
Annual Yield % from dividends0.010.0515%
Returns for 1 year15.415.69271%
Returns for 3 years52.3936.40144%
Returns for 5 years59.6044.23135%
Returns for 10 years104.46140.0675%
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