PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
VLIFX
Price
$34.99
Change
-$0.21 (-0.60%)
Updated
Aug 15 closing price
Net Assets
1.93B
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PMBPX vs VLIFX

Header iconPMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
Value Line Mid Cap Focused
Price$34.99
Change-$0.21 (-0.60%)
VolumeN/A
Net Assets1.93B
PMBPX vs VLIFX Comparison Chart in %
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PMBPX vs. VLIFX commentary
Aug 18, 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 PMBPX is a StrongBuy and VLIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. VLIFX (1.93B). VLIFX pays higher dividends than PMBPX: VLIFX (0.05) vs PMBPX (0.01). PMBPX was incepted earlier than VLIFX: PMBPX (25 years) vs VLIFX (76 years). VLIFX (1.08) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBPX has a lower initial minimum investment than VLIFX: PMBPX (0) vs VLIFX (1000). PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. VLIFX (-2.67). PMBPX return over 5 years is better than : 45.20 vs. VLIFX (28.61).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years76 years-
Gain YTD5.7981.834316%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B1.93B1,684%
Annual Yield % from dividends0.010.0514%
Returns for 1 year9.12-2.67-341%
Returns for 3 years30.7518.76164%
Returns for 5 years45.2028.61158%
Returns for 10 years96.67124.9777%
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