PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VLMIX
Price
$36.14
Change
+$0.31 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.02B
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PMBPX vs VLMIX

Header iconPMBPX vs VLMIX Comparison
Open Charts PMBPX vs VLMIXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused Institutional
Price$36.14
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBPX vs VLMIX Comparison Chart in %
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PMBPX vs. VLMIX commentary
Jul 07, 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 VLMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. VLMIX (2.02B). VLMIX pays higher dividends than PMBPX: VLMIX (0.27) vs PMBPX (0.01). PMBPX was incepted earlier than VLMIX: PMBPX (25 years) vs VLMIX (8 years). VLMIX (0.87) and PMBPX (0.83) have similar cost to investors . PMBPX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PMBPX has a lower initial minimum investment than VLMIX: PMBPX (0) vs VLMIX (100000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. VLMIX (5.92). PMBPX return over 5 years is better than : 59.60 vs. VLMIX (46.14).
PMBPXVLMIXPMBPX / VLMIX
Total Expense Ratio0.830.8795%
Annual Report Gross Expense Ratio0.830.8795%
Fund Existence25 years8 years-
Gain YTD7.0414.391160%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.02B1,600%
Annual Yield % from dividends0.010.273%
Returns for 1 year15.415.92260%
Returns for 3 years52.3937.36140%
Returns for 5 years59.6046.14129%
Returns for 10 years104.46N/A-
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