PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
VLIFX
Price
$34.49
Change
-$0.01 (-0.03%)
Updated
Dec 26 closing price
Net Assets
1.68B
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PMBJX vs VLIFX

Header iconPMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFXBanner chart's image
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
Value Line Mid Cap Focused
Price$34.49
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.68B
PMBJX vs VLIFX Comparison Chart in %
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PMBJX vs. VLIFX commentary
Dec 27, 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 PMBJX is a Hold and VLIFX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. VLIFX (1.68B). PMBJX pays higher dividends than VLIFX: PMBJX (0.06) vs VLIFX (0.05). PMBJX was incepted earlier than VLIFX: PMBJX (25 years) vs VLIFX (76 years). VLIFX (1.08) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBJX (1000) and VLIFX (1000) have matching initial minimum investment requirements. VLIFX annual gain was more profitable for investors over the last year : -1.40 vs. PMBJX (-4.84). VLIFX return over 5 years is better than : 22.94 vs. PMBJX (19.01).
PMBJXVLIFXPMBJX / VLIFX
Total Expense Ratio0.781.0872%
Annual Report Gross Expense Ratio0.781.0872%
Fund Existence25 years76 years-
Gain YTD-2.9160.378-771%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B1.68B1,853%
Annual Yield % from dividends0.060.05111%
Returns for 1 year-4.84-1.40345%
Returns for 3 years38.4230.35127%
Returns for 5 years19.0122.9483%
Returns for 10 years99.70127.1478%
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