PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
VLIFX
Price
$34.87
Change
+$0.09 (+0.26%)
Updated
Oct 17 closing price
Net Assets
1.82B
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PMBMX vs VLIFX

Header iconPMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFXBanner chart's image
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
Value Line Mid Cap Focused
Price$34.87
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets1.82B
PMBMX vs VLIFX Comparison Chart in %
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PMBMX vs. VLIFX commentary
Oct 19, 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 PMBMX is a Buy and VLIFX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. VLIFX (1.82B). VLIFX pays higher dividends than PMBMX: VLIFX (0.05) vs PMBMX (0.02). PMBMX was incepted earlier than VLIFX: PMBMX (25 years) vs VLIFX (76 years). PMBMX (1.14) is less costly to investors than VLIFX (1.08). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBMX has a lower initial minimum investment than VLIFX: PMBMX (0) vs VLIFX (1000). PMBMX annual gain was more profitable for investors over the last year : -3.39 vs. VLIFX (-7.24). PMBMX return over 5 years is better than : 32.70 vs. VLIFX (24.83).
PMBMXVLIFXPMBMX / VLIFX
Total Expense Ratio1.141.08106%
Annual Report Gross Expense Ratio1.141.08106%
Fund Existence25 years76 years-
Gain YTD2.0071.484135%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B1.82B1,756%
Annual Yield % from dividends0.020.0541%
Returns for 1 year-3.39-7.2447%
Returns for 3 years47.0733.97139%
Returns for 5 years32.7024.83132%
Returns for 10 years92.87132.8570%
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