PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
VLMIX
Price
$35.19
Change
+$0.08 (+0.23%)
Updated
Oct 17 closing price
Net Assets
1.82B
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PEMGX vs VLMIX

Header iconPEMGX vs VLMIX Comparison
Open Charts PEMGX vs VLMIXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
Value Line Mid Cap Focused Institutional
Price$35.19
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets1.82B
PEMGX vs VLMIX Comparison Chart in %
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PEMGX vs. VLMIX commentary
Oct 18, 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: 31.8B vs. VLMIX (1.82B). 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 : -3.03 vs. VLMIX (-7.05). PEMGX return over 5 years is better than : 35.03 vs. VLMIX (26.49).
PEMGXVLMIXPEMGX / VLMIX
Total Expense Ratio0.910.87105%
Annual Report Gross Expense Ratio0.910.87105%
Fund Existence20 years8 years-
Gain YTD2.2061.646134%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B1.82B1,750%
Annual Yield % from dividends0.000.27-
Returns for 1 year-3.03-7.0543%
Returns for 3 years48.5734.92139%
Returns for 5 years35.0326.49132%
Returns for 10 years99.18N/A-
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