PMBPX
Price
$45.48
Change
-$0.34 (-0.74%)
Updated
Sep 25 closing price
Net Assets
33B
VLIFX
Price
$34.83
Change
-$0.31 (-0.88%)
Updated
Sep 25 closing price
Net Assets
1.88B
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PMBPX vs VLIFX

Header iconPMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFXBanner chart's image
Principal MidCap R5
Price$45.48
Change-$0.34 (-0.74%)
VolumeN/A
Net Assets33B
Value Line Mid Cap Focused
Price$34.83
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets1.88B
PMBPX vs VLIFX Comparison Chart in %
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PMBPX vs. VLIFX commentary
Sep 27, 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 Hold and VLIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. VLIFX (1.88B). VLIFX pays higher dividends than PMBPX: VLIFX (0.05) vs PMBPX (0.01). PMBPX was incepted earlier than VLIFX: PMBPX (25 years) vs VLIFX (76 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 : 3.44 vs. VLIFX (-5.56). PMBPX return over 5 years is better than : 48.73 vs. VLIFX (32.34).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years76 years-
Gain YTD5.4301.368397%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B1.88B1,753%
Annual Yield % from dividends0.010.0514%
Returns for 1 year3.44-5.56-62%
Returns for 3 years55.8637.34150%
Returns for 5 years48.7332.34151%
Returns for 10 years121.72147.5982%
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