PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
VLMIX
Price
$34.98
Change
-$0.41 (-1.16%)
Updated
Nov 13 closing price
Net Assets
1.75B
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PEMGX vs VLMIX

Header iconPEMGX vs VLMIX Comparison
Open Charts PEMGX vs VLMIXBanner chart's image
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
Value Line Mid Cap Focused Institutional
Price$34.98
Change-$0.41 (-1.16%)
VolumeN/A
Net Assets1.75B
PEMGX vs VLMIX Comparison Chart in %
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PEMGX vs. VLMIX commentary
Nov 15, 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 Buy and VLMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. VLMIX (1.75B). 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 (-6.65) and PEMGX (-6.81) have marching annual gain over last year. PEMGX return over 5 years is better than : 28.44 vs. VLMIX (19.86).
PEMGXVLMIXPEMGX / VLMIX
Total Expense Ratio0.910.87105%
Annual Report Gross Expense Ratio0.910.87105%
Fund Existence20 years8 years-
Gain YTD1.1971.040115%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32B1.75B1,826%
Annual Yield % from dividends0.000.27-
Returns for 1 year-6.81-6.65102%
Returns for 3 years34.3622.35154%
Returns for 5 years28.4419.86143%
Returns for 10 years98.03N/A-
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