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PMBPX vs VLMIX
PMBPX vs VLMIX Comparison
Open Charts PMBPX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$33.72
Change-$1.05 (-3.02%)
VolumeN/A
Net Assets1.92B
PMBPX vs VLMIX Comparison Chart
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PMBPX vs. VLMIX commentary
Apr 05, 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.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. VLMIX (1.92B). 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 : 7.50 vs. VLMIX (-1.52). PMBPX return over 5 years is better than : 103.21 vs. VLMIX (69.70).
| PMBPX | VLMIX | PMBPX / VLMIX | |
| Total Expense Ratio | 0.84 | 0.87 | 97% |
| Annual Report Gross Expense Ratio | 0.84 | 0.87 | 97% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 1.035 | -2.600 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 1.92B | 1,550% |
| Annual Yield % from dividends | 0.01 | 0.28 | 3% |
| Returns for 1 year | 7.50 | -1.52 | -495% |
| Returns for 3 years | 19.59 | 13.65 | 144% |
| Returns for 5 years | 103.21 | 69.70 | 148% |
| Returns for 10 years | 89.27 | N/A | - |
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