PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
VLIFX
Price
$34.49
Change
-$0.01 (-0.03%)
Updated
Dec 26 closing price
Net Assets
1.69B
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PMBPX vs VLIFX

Header iconPMBPX vs VLIFX Comparison
Open Charts PMBPX vs VLIFXBanner chart's image
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
Value Line Mid Cap Focused
Price$34.49
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.69B
PMBPX vs VLIFX Comparison Chart in %
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PMBPX vs. VLIFX commentary
Dec 27, 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 Hold and VLIFX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. VLIFX (1.69B). 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). VLIFX annual gain was more profitable for investors over the last year : -1.51 vs. PMBPX (-4.57). VLIFX return over 5 years is better than : 22.98 vs. PMBPX (20.33).
PMBPXVLIFXPMBPX / VLIFX
Total Expense Ratio0.831.0877%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence25 years76 years-
Gain YTD-2.6000.407-638%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B1.69B1,852%
Annual Yield % from dividends0.010.0515%
Returns for 1 year-4.57-1.51302%
Returns for 3 years38.8930.39128%
Returns for 5 years20.3322.9889%
Returns for 10 years105.53129.3182%
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