PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
VLIFX
Price
$34.71
Change
-$0.45 (-1.28%)
Updated
Jun 13 closing price
Net Assets
1.95B
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PMBMX vs VLIFX

Header iconPMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Value Line Mid Cap Focused
Price$34.71
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets1.95B
PMBMX vs VLIFX Comparison Chart
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PMBMX vs. VLIFX 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 PMBMX is a StrongBuy and VLIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. VLIFX (1.95B). VLIFX pays higher dividends than PMBMX: VLIFX (0.05) vs PMBMX (0.02). PMBMX was incepted earlier than VLIFX: PMBMX (25 years) vs VLIFX (75 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 : 9.71 vs. VLIFX (2.81). PMBMX return over 5 years is better than : 50.58 vs. VLIFX (42.58).
PMBMXVLIFXPMBMX / VLIFX
Total Expense Ratio1.141.08106%
Annual Report Gross Expense Ratio1.141.08106%
Fund Existence25 years75 years-
Gain YTD1.7871.019175%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B1.95B1,568%
Annual Yield % from dividends0.020.0541%
Returns for 1 year9.712.81346%
Returns for 3 years47.3838.73122%
Returns for 5 years50.5842.58119%
Returns for 10 years83.54131.7963%
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