PMBMX
Price
$41.26
Change
-$0.65 (-1.55%)
Updated
Nov 13 closing price
Net Assets
31.99B
VLIFX
Price
$34.65
Change
-$0.40 (-1.14%)
Updated
Nov 13 closing price
Net Assets
1.75B
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PMBMX vs VLIFX

Header iconPMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFXBanner chart's image
Principal MidCap R3
Price$41.26
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets31.99B
Value Line Mid Cap Focused
Price$34.65
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets1.75B
PMBMX vs VLIFX Comparison Chart in %
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PMBMX vs. VLIFX commentary
Nov 14, 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: 32B vs. VLIFX (1.75B). 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 : -5.35 vs. VLIFX (-5.91). PMBMX return over 5 years is better than : 28.27 vs. VLIFX (19.66).
PMBMXVLIFXPMBMX / VLIFX
Total Expense Ratio1.141.08106%
Annual Report Gross Expense Ratio1.141.08106%
Fund Existence25 years76 years-
Gain YTD2.5952.008129%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B1.75B1,826%
Annual Yield % from dividends0.020.0542%
Returns for 1 year-5.35-5.9191%
Returns for 3 years32.8221.61152%
Returns for 5 years28.2719.66144%
Returns for 10 years96.99140.6269%
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