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PMBJX vs VLIFX
PMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFX
Value Line Mid Cap Focused
Price$35.83
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBJX vs VLIFX Comparison Chart in %
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PMBJX vs. VLIFX commentary
Jul 07, 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 StrongBuy and VLIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VLIFX (2.02B). PMBJX pays higher dividends than VLIFX: PMBJX (0.06) vs VLIFX (0.05). PMBJX was incepted earlier than VLIFX: PMBJX (24 years) vs VLIFX (75 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. PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. VLIFX (5.69). PMBJX return over 5 years is better than : 58.39 vs. VLIFX (44.23).
| PMBJX | VLIFX | PMBJX / VLIFX | |
| Total Expense Ratio | 0.78 | 1.08 | 72% |
| Annual Report Gross Expense Ratio | 0.78 | 1.08 | 72% |
| Fund Existence | 24 years | 75 years | - |
| Gain YTD | 7.057 | 4.278 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 2.02B | 1,600% |
| Annual Yield % from dividends | 0.06 | 0.05 | 108% |
| Returns for 1 year | 15.26 | 5.69 | 268% |
| Returns for 3 years | 51.79 | 36.40 | 142% |
| Returns for 5 years | 58.39 | 44.23 | 132% |
| Returns for 10 years | 100.46 | 140.06 | 72% |
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