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PMBJX vs VLMIX
PMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$35.00
Change-$0.46 (-1.30%)
VolumeN/A
Net Assets1.95B
PMBJX vs VLMIX Comparison Chart
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PMBJX vs. VLMIX commentary
Jun 16, 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: 30.6B vs. VLMIX (1.95B). 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 : 10.12 vs. VLMIX (3.03). PMBJX return over 5 years is better than : 53.13 vs. VLMIX (44.47).
| 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 | 1.960 | 1.098 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 1.95B | 1,568% |
| Annual Yield % from dividends | 0.06 | 0.27 | 21% |
| Returns for 1 year | 10.12 | 3.03 | 333% |
| Returns for 3 years | 48.96 | 39.72 | 123% |
| Returns for 5 years | 53.13 | 44.47 | 119% |
| Returns for 10 years | 88.94 | N/A | - |
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