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PMBJX vs VLIFX
PMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFX
Value Line Mid Cap Focused
Price$34.99
Change-$0.21 (-0.60%)
VolumeN/A
Net Assets1.93B
PMBJX vs VLIFX Comparison Chart in %
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PMBJX vs. VLIFX commentary
Aug 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 PMBJX is a StrongBuy and VLIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. VLIFX (1.93B). PMBJX pays higher dividends than VLIFX: PMBJX (0.06) vs VLIFX (0.05). PMBJX was incepted earlier than VLIFX: PMBJX (24 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. PMBJX annual gain was more profitable for investors over the last year : 8.97 vs. VLIFX (-2.67). PMBJX return over 5 years is better than : 44.05 vs. VLIFX (28.61).
| 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 | 76 years | - |
| Gain YTD | 5.832 | 1.834 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 1.93B | 1,684% |
| Annual Yield % from dividends | 0.06 | 0.05 | 106% |
| Returns for 1 year | 8.97 | -2.67 | -335% |
| Returns for 3 years | 30.25 | 18.76 | 161% |
| Returns for 5 years | 44.05 | 28.61 | 154% |
| Returns for 10 years | 92.90 | 124.97 | 74% |
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