PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
VLMIX
Price
$36.31
Change
+$0.22 (+0.61%)
Updated
Jul 25 closing price
Net Assets
2B
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PMBPX vs VLMIX

Header iconPMBPX vs VLMIX Comparison
Open Charts PMBPX vs VLMIXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Value Line Mid Cap Focused Institutional
Price$36.31
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets2B
PMBPX vs VLMIX Comparison Chart in %
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PMBPX vs. VLMIX 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 VLMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. VLMIX (2B). 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 : 13.61 vs. VLMIX (4.44). PMBPX return over 5 years is better than : 56.25 vs. VLMIX (42.06).
PMBPXVLMIXPMBPX / VLMIX
Total Expense Ratio0.830.8795%
Annual Report Gross Expense Ratio0.830.8795%
Fund Existence25 years8 years-
Gain YTD8.6064.882176%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2B1,658%
Annual Yield % from dividends0.010.273%
Returns for 1 year13.614.44307%
Returns for 3 years49.3833.97145%
Returns for 5 years56.2542.06134%
Returns for 10 years107.27N/A-
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