NCTWX
Price
$33.87
Change
+$0.11 (+0.33%)
Updated
Sep 5 closing price
Net Assets
1.05B
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
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NCTWX vs PEMGX

Header iconNCTWX vs PEMGX Comparison
Open Charts NCTWX vs PEMGXBanner chart's image
Nicholas II I
Price$33.87
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets1.05B
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
NCTWX vs PEMGX Comparison Chart in %
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NCTWX vs. PEMGX commentary
Sep 08, 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 NCTWX is a StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. NCTWX (1.05B). NCTWX pays higher dividends than PEMGX: NCTWX (0.18) vs PEMGX (0.00). NCTWX was incepted earlier than PEMGX: NCTWX (42 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than NCTWX (0.59). PEMGX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PEMGX has a lower initial minimum investment than NCTWX: PEMGX (1000) vs NCTWX (100000). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. NCTWX (0.12). PEMGX return over 5 years is better than : 46.31 vs. NCTWX (19.27).
NCTWXPEMGXNCTWX / PEMGX
Total Expense Ratio0.590.9165%
Annual Report Gross Expense Ratio0.590.9165%
Fund Existence42 years20 years-
Gain YTD1.7426.96925%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B33B3%
Annual Yield % from dividends0.180.00-
Returns for 1 year0.129.011%
Returns for 3 years19.5245.4243%
Returns for 5 years19.2746.3142%
Returns for 10 years29.78108.1828%
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