PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
VLIFX
Price
$35.99
Change
+$0.21 (+0.59%)
Updated
Jul 25 closing price
Net Assets
2B
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PMBJX vs VLIFX

Header iconPMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Value Line Mid Cap Focused
Price$35.99
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets2B
PMBJX vs VLIFX Comparison Chart in %
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PMBJX vs. VLIFX commentary
Jul 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 StrongBuy and VLIFX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. VLIFX (2B). 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 : 13.47 vs. VLIFX (4.19). PMBJX return over 5 years is better than : 55.02 vs. VLIFX (40.20).
PMBJXVLIFXPMBJX / VLIFX
Total Expense Ratio0.781.0872%
Annual Report Gross Expense Ratio0.781.0872%
Fund Existence24 years75 years-
Gain YTD8.6504.744182%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2B1,658%
Annual Yield % from dividends0.060.05108%
Returns for 1 year13.474.19321%
Returns for 3 years48.8832.97148%
Returns for 5 years55.0240.20137%
Returns for 10 years103.26140.6573%
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