PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
VLIFX
Price
$33.94
Change
-$1.47 (-4.15%)
Updated
Feb 3 closing price
Net Assets
1.57B
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PMBPX vs VLIFX

Header iconPMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFXBanner chart's image
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
Value Line Mid Cap Focused
Price$33.94
Change-$1.47 (-4.15%)
VolumeN/A
Net Assets1.57B
PMBPX vs VLIFX Comparison Chart in %
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PMBPX vs. VLIFX commentary
Feb 05, 2026

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 Hold and VLIFX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. VLIFX (1.57B). PMBPX (0.00) and VLIFX (0.00) have matching dividends . 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: 13.70 vs. VLIFX (5.00). PMBPX has a lower initial minimum investment than VLIFX: PMBPX (0) vs VLIFX (1000). VLIFX annual gain was more profitable for investors over the last year : -4.04 vs. PMBPX (-11.17). VLIFX return over 5 years is better than : 21.76 vs. PMBPX (12.76).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years76 years-
Gain YTD-2.9310.118-2,484%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B1.57B1,930%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.17-4.04276%
Returns for 3 years21.0018.85111%
Returns for 5 years12.7621.7659%
Returns for 10 years119.39144.0383%
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