PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
VLIFX
Price
$35.99
Change
+$0.21 (+0.59%)
Updated
Jul 25 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$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Value Line Mid Cap Focused
Price$35.99
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets1.99B
PMBPX vs VLIFX Comparison Chart in %
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PMBPX vs. VLIFX commentary
Jul 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 Buy and VLIFX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B 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 : 13.61 vs. VLIFX (4.19). PMBPX return over 5 years is better than : 56.25 vs. VLIFX (40.20).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years75 years-
Gain YTD8.6064.744181%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.99B1,668%
Annual Yield % from dividends0.010.0515%
Returns for 1 year13.614.19325%
Returns for 3 years49.3832.97150%
Returns for 5 years56.2540.20140%
Returns for 10 years107.27140.6576%
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