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PMBPX vs VLIFX
PMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFX
Value Line Mid Cap Focused
Price$33.45
Change-$1.05 (-3.04%)
VolumeN/A
Net Assets1.92B
PMBPX vs VLIFX Comparison Chart
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PMBPX vs. VLIFX commentary
Apr 04, 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.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. VLIFX (1.92B). VLIFX pays higher dividends than PMBPX: VLIFX (0.05) vs PMBPX (0.01). PMBPX was incepted earlier than VLIFX: PMBPX (24 years) vs VLIFX (75 years). VLIFX (1.08) is less costly to investors than PMBPX (0.84). 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 : 7.50 vs. VLIFX (-1.74). PMBPX return over 5 years is better than : 103.21 vs. VLIFX (67.45).
| PMBPX | VLIFX | PMBPX / VLIFX | |
| Total Expense Ratio | 0.84 | 1.08 | 78% |
| Annual Report Gross Expense Ratio | 0.84 | 1.08 | 78% |
| Fund Existence | 24 years | 75 years | - |
| Gain YTD | 1.035 | -2.648 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 1.92B | 1,550% |
| Annual Yield % from dividends | 0.01 | 0.05 | 15% |
| Returns for 1 year | 7.50 | -1.74 | -431% |
| Returns for 3 years | 19.59 | 12.81 | 153% |
| Returns for 5 years | 103.21 | 67.45 | 153% |
| Returns for 10 years | 89.27 | 121.31 | 74% |
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