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PMBPX vs VLMIX
PMBPX vs VLMIX Comparison
Open Charts PMBPX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$34.76
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBPX vs VLMIX Comparison Chart
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PMBPX vs. VLMIX 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 VLMIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. VLMIX (1.95B). VLMIX pays higher dividends than PMBPX: VLMIX (0.28) vs PMBPX (0.01). PMBPX was incepted earlier than VLMIX: PMBPX (24 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 : 7.96 vs. VLMIX (1.29). PMBPX return over 5 years is better than : 63.01 vs. VLMIX (47.39).
| PMBPX | VLMIX | PMBPX / VLMIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 0.83 | 0.87 | 95% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 1.864 | 0.404 | 461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.01 | 0.28 | 3% |
| Returns for 1 year | 7.96 | 1.29 | 619% |
| Returns for 3 years | 41.09 | 30.74 | 134% |
| Returns for 5 years | 63.01 | 47.39 | 133% |
| Returns for 10 years | 90.00 | N/A | - |
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