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PMBPX vs VLIFX
PMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFX
Value Line Mid Cap Focused
Price$34.47
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBPX vs VLIFX Comparison Chart
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PMBPX vs. VLIFX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. VLIFX (1.95B). VLIFX pays higher dividends than PMBPX: VLIFX (0.06) 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 (0.83). 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 : 7.96 vs. VLIFX (1.05). PMBPX return over 5 years is better than : 63.01 vs. VLIFX (45.41).
| PMBPX | VLIFX | PMBPX / VLIFX | |
| Total Expense Ratio | 0.83 | 1.08 | 77% |
| Annual Report Gross Expense Ratio | 0.83 | 1.08 | 77% |
| Fund Existence | 24 years | 75 years | - |
| Gain YTD | 1.864 | 0.320 | 582% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.01 | 0.06 | 15% |
| Returns for 1 year | 7.96 | 1.05 | 759% |
| Returns for 3 years | 41.09 | 29.79 | 138% |
| Returns for 5 years | 63.01 | 45.41 | 139% |
| Returns for 10 years | 90.00 | 128.21 | 70% |
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