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PMBJX vs VLMIX
PMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$36.14
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBJX vs VLMIX Comparison Chart in %
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PMBJX vs. VLMIX 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 VLMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VLMIX (2.02B). VLMIX pays higher dividends than PMBJX: VLMIX (0.27) vs PMBJX (0.06). PMBJX was incepted earlier than VLMIX: PMBJX (24 years) vs VLMIX (8 years). VLMIX (0.87) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PMBJX has a lower initial minimum investment than VLMIX: PMBJX (1000) vs VLMIX (100000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. VLMIX (5.92). PMBJX return over 5 years is better than : 58.39 vs. VLMIX (46.14).
| PMBJX | VLMIX | PMBJX / VLMIX | |
| Total Expense Ratio | 0.78 | 0.87 | 90% |
| Annual Report Gross Expense Ratio | 0.78 | 0.87 | 90% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 7.057 | 4.391 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 2.02B | 1,600% |
| Annual Yield % from dividends | 0.06 | 0.27 | 21% |
| Returns for 1 year | 15.26 | 5.92 | 258% |
| Returns for 3 years | 51.79 | 37.36 | 139% |
| Returns for 5 years | 58.39 | 46.14 | 127% |
| Returns for 10 years | 100.46 | N/A | - |
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