PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
VLMIX
Price
$35.31
Change
-$0.20 (-0.56%)
Updated
Aug 15 closing price
Net Assets
1.93B
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PMBPX vs VLMIX

Header iconPMBPX vs VLMIX Comparison
Open Charts PMBPX vs VLMIXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
Value Line Mid Cap Focused Institutional
Price$35.31
Change-$0.20 (-0.56%)
VolumeN/A
Net Assets1.93B
PMBPX vs VLMIX Comparison Chart in %
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PMBPX vs. VLMIX commentary
Aug 17, 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 VLMIX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. VLMIX (1.93B). VLMIX pays higher dividends than PMBPX: VLMIX (0.27) vs PMBPX (0.01). PMBPX was incepted earlier than VLMIX: PMBPX (25 years) vs VLMIX (8 years). VLMIX (0.87) and PMBPX (0.83) have similar cost to investors . PMBPX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PMBPX has a lower initial minimum investment than VLMIX: PMBPX (0) vs VLMIX (100000). PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. VLMIX (-2.44). PMBPX return over 5 years is better than : 45.20 vs. VLMIX (30.34).
PMBPXVLMIXPMBPX / VLMIX
Total Expense Ratio0.830.8795%
Annual Report Gross Expense Ratio0.830.8795%
Fund Existence25 years8 years-
Gain YTD5.7981.993291%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B1.93B1,684%
Annual Yield % from dividends0.010.273%
Returns for 1 year9.12-2.44-374%
Returns for 3 years30.7519.65156%
Returns for 5 years45.2030.34149%
Returns for 10 years96.67N/A-
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