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PMBPX vs VLMIX
PMBPX vs VLMIX Comparison
Open Charts PMBPX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$33.33
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets1.84B
PMBPX vs VLMIX Comparison Chart
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PMBPX vs. VLMIX commentary
Apr 20, 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 Buy and VLMIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.4B vs. VLMIX (1.84B). VLMIX pays higher dividends than PMBPX: VLMIX (0.28) vs PMBPX (0.01). PMBPX was incepted earlier than VLMIX: PMBPX (24 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 : 7.10 vs. VLMIX (1.86). PMBPX return over 5 years is better than : 61.51 vs. VLMIX (48.34).
| PMBPX | VLMIX | PMBPX / VLMIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 0.83 | 0.87 | 95% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | -4.464 | -3.726 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 1.84B | 1,542% |
| Annual Yield % from dividends | 0.01 | 0.28 | 3% |
| Returns for 1 year | 7.10 | 1.86 | 383% |
| Returns for 3 years | 18.81 | 16.18 | 116% |
| Returns for 5 years | 61.51 | 48.34 | 127% |
| Returns for 10 years | 79.35 | N/A | - |