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PMBJX vs VLIFX
PMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFX
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.
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).
| 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 | 8.650 | 4.744 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2B | 1,658% |
| Annual Yield % from dividends | 0.06 | 0.05 | 108% |
| Returns for 1 year | 13.47 | 4.19 | 321% |
| Returns for 3 years | 48.88 | 32.97 | 148% |
| Returns for 5 years | 55.02 | 40.20 | 137% |
| Returns for 10 years | 103.26 | 140.65 | 73% |
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