Interact to see
Advertisement
Advertisement
PMBPX vs VLIFX
PMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFX
Value Line Mid Cap Focused
Price$34.71
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets1.95B
PMBPX vs VLIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMBPX 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 PMBPX is a StrongBuy and VLIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. VLIFX (1.95B). VLIFX pays higher dividends than PMBPX: VLIFX (0.05) vs PMBPX (0.01). PMBPX was incepted earlier than VLIFX: PMBPX (25 years) vs VLIFX (75 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 : 10.26 vs. VLIFX (2.81). PMBPX return over 5 years is better than : 54.31 vs. VLIFX (42.58).
| PMBPX | VLIFX | PMBPX / VLIFX | |
| Total Expense Ratio | 0.83 | 1.08 | 77% |
| Annual Report Gross Expense Ratio | 0.83 | 1.08 | 77% |
| Fund Existence | 25 years | 75 years | - |
| Gain YTD | 1.933 | 1.019 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 1.95B | 1,568% |
| Annual Yield % from dividends | 0.01 | 0.05 | 15% |
| Returns for 1 year | 10.26 | 2.81 | 366% |
| Returns for 3 years | 49.52 | 38.73 | 128% |
| Returns for 5 years | 54.31 | 42.58 | 128% |
| Returns for 10 years | 92.68 | 131.79 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement