PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.57B
VLIFX
Price
$34.99
Change
-$0.21 (-0.60%)
Updated
Aug 15 closing price
Net Assets
1.94B
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PMBPX vs VLIFX

Header iconPMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.57B
Value Line Mid Cap Focused
Price$34.99
Change-$0.21 (-0.60%)
VolumeN/A
Net Assets1.94B
PMBPX vs VLIFX Comparison Chart in %
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PMBPX vs. VLIFX commentary
Aug 16, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.6B vs. VLIFX (1.94B). 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 : 9.43 vs. VLIFX (-2.67). PMBPX return over 5 years is better than : 45.61 vs. VLIFX (28.61).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years76 years-
Gain YTD6.0981.834333%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.6B1.94B1,679%
Annual Yield % from dividends0.010.0514%
Returns for 1 year9.43-2.67-353%
Returns for 3 years31.1218.76166%
Returns for 5 years45.6128.61159%
Returns for 10 years97.23124.9778%
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