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PEMGX vs VLMIX
PEMGX vs VLMIX Comparison
Open Charts PEMGX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$35.43
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets1.92B
PEMGX vs VLMIX Comparison Chart in %
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PEMGX vs. VLMIX commentary
Sep 08, 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 StrongBuy and VLMIX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. VLMIX (1.92B). 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). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. VLMIX (-1.53). PEMGX return over 5 years is better than : 46.31 vs. VLMIX (33.16).
| PEMGX | VLMIX | PEMGX / VLMIX | |
| Total Expense Ratio | 0.91 | 0.87 | 105% |
| Annual Report Gross Expense Ratio | 0.91 | 0.87 | 105% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 6.969 | 2.946 | 237% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 1.92B | 1,721% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 9.01 | -1.53 | -589% |
| Returns for 3 years | 45.42 | 31.55 | 144% |
| Returns for 5 years | 46.31 | 33.16 | 140% |
| Returns for 10 years | 108.18 | N/A | - |
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