PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
VLMIX
Price
$33.54
Change
+$0.18 (+0.54%)
Updated
Apr 24 closing price
Net Assets
1.85B
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PMBPX vs VLMIX

Header iconPMBPX vs VLMIX Comparison
Open Charts PMBPX vs VLMIXBanner chart's image
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
Value Line Mid Cap Focused Institutional
Price$33.54
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets1.85B
PMBPX vs VLMIX Comparison Chart
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PMBPX vs. VLMIX commentary
Apr 25, 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: 28.9B vs. VLMIX (1.85B). 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 (0.84) 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 : 6.75 vs. VLMIX (1.54). PMBPX return over 5 years is better than : 68.04 vs. VLMIX (55.07).
PMBPXVLMIXPMBPX / VLMIX
Total Expense Ratio0.840.8797%
Annual Report Gross Expense Ratio0.840.8797%
Fund Existence24 years8 years-
Gain YTD-3.037-3.12097%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B1.85B1,564%
Annual Yield % from dividends0.010.283%
Returns for 1 year6.751.54439%
Returns for 3 years21.7317.48124%
Returns for 5 years68.0455.07124%
Returns for 10 years82.65N/A-
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