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PMBJX vs VLMIX
PMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$33.33
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets1.84B
PMBJX vs VLMIX Comparison Chart
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PMBJX vs. VLMIX commentary
Apr 20, 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 Buy and VLMIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.4B vs. VLMIX (1.84B). VLMIX pays higher dividends than PMBJX: VLMIX (0.28) 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 : 7.00 vs. VLMIX (1.86). PMBJX return over 5 years is better than : 60.33 vs. VLMIX (48.34).
| 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 | -4.435 | -3.726 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 1.84B | 1,542% |
| Annual Yield % from dividends | 0.06 | 0.28 | 21% |
| Returns for 1 year | 7.00 | 1.86 | 377% |
| Returns for 3 years | 18.40 | 16.18 | 114% |
| Returns for 5 years | 60.33 | 48.34 | 125% |
| Returns for 10 years | 75.90 | N/A | - |