PEMGX
Price
$41.07
Change
-$0.20 (-0.48%)
Updated
Dec 12 closing price
Net Assets
29.83B
VLMIX
Price
$35.11
Change
-$0.24 (-0.68%)
Updated
Dec 12 closing price
Net Assets
1.7B
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PEMGX vs VLMIX

Header iconPEMGX vs VLMIX Comparison
Open Charts PEMGX vs VLMIXBanner chart's image
Principal MidCap A
Price$41.07
Change-$0.20 (-0.48%)
VolumeN/A
Net Assets29.83B
Value Line Mid Cap Focused Institutional
Price$35.11
Change-$0.24 (-0.68%)
VolumeN/A
Net Assets1.7B
PEMGX vs VLMIX Comparison Chart in %
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PEMGX vs. VLMIX commentary
Dec 14, 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 PEMGX is a Hold and VLMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. VLMIX (1.7B). VLMIX pays higher dividends than PEMGX: VLMIX (0.27) vs PEMGX (0.00). PEMGX was incepted earlier than VLMIX: PEMGX (20 years) vs VLMIX (8 years). PEMGX (0.91) and VLMIX (0.87) have similar cost to investors . PEMGX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PEMGX has a lower initial minimum investment than VLMIX: PEMGX (1000) vs VLMIX (100000). VLMIX annual gain was more profitable for investors over the last year : -4.13 vs. PEMGX (-11.11). VLMIX return over 5 years is better than : 29.86 vs. PEMGX (20.99).
PEMGXVLMIXPEMGX / VLMIX
Total Expense Ratio0.910.87105%
Annual Report Gross Expense Ratio0.910.87105%
Fund Existence20 years8 years-
Gain YTD-3.1682.109-150%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B1.7B1,757%
Annual Yield % from dividends0.000.27-
Returns for 1 year-11.11-4.13269%
Returns for 3 years28.6121.33134%
Returns for 5 years20.9929.8670%
Returns for 10 years92.84N/A-
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