NCTWX
Price
$30.00
Change
-$0.47 (-1.54%)
Updated
Apr 16 closing price
Net Assets
969.15M
PEMGX
Price
$40.57
Change
-$0.57 (-1.39%)
Updated
Apr 16 closing price
Net Assets
28.6B
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NCTWX vs PEMGX

Header iconNCTWX vs PEMGX Comparison
Open Charts NCTWX vs PEMGXBanner chart's image
Nicholas II I
Price$30.00
Change-$0.47 (-1.54%)
VolumeN/A
Net Assets969.15M
Principal MidCap A
Price$40.57
Change-$0.57 (-1.39%)
VolumeN/A
Net Assets28.6B
NCTWX vs PEMGX Comparison Chart
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NCTWX vs. PEMGX commentary
Apr 17, 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 Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.6B vs. NCTWX (969M). NCTWX pays higher dividends than PEMGX: NCTWX (0.19) vs PEMGX (0.00). NCTWX was incepted earlier than PEMGX: NCTWX (42 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than NCTWX (0.60). 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 : 7.70 vs. NCTWX (-7.98). PEMGX return over 5 years is better than : 62.03 vs. NCTWX (28.00).
NCTWXPEMGXNCTWX / PEMGX
Total Expense Ratio0.600.9563%
Annual Report Gross Expense Ratio0.600.9563%
Fund Existence42 years20 years-
Gain YTD-8.471-3.473244%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets969M28.6B3%
Annual Yield % from dividends0.190.00-
Returns for 1 year-7.987.70-104%
Returns for 3 years-3.4618.66-19%
Returns for 5 years28.0062.0345%
Returns for 10 years13.9879.4518%
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