NCTWX
Price
$31.86
Change
+$0.05 (+0.16%)
Updated
Nov 18 closing price
Net Assets
967.25M
PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$31.86
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets967.25M
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
NCTWX vs PMBJX Comparison Chart in %
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NCTWX vs. PMBJX commentary
Nov 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 NCTWX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. NCTWX (967M). NCTWX pays higher dividends than PMBJX: NCTWX (0.18) vs PMBJX (0.06). NCTWX was incepted earlier than PMBJX: NCTWX (42 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than NCTWX (0.59). PMBJX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PMBJX has a lower initial minimum investment than NCTWX: PMBJX (1000) vs NCTWX (100000). PMBJX annual gain was more profitable for investors over the last year : -6.53 vs. NCTWX (-10.84). PMBJX return over 5 years is better than : 24.63 vs. NCTWX (2.87).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years25 years-
Gain YTD-4.446-0.564789%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets967M30.9B3%
Annual Yield % from dividends0.180.06310%
Returns for 1 year-10.84-6.53166%
Returns for 3 years9.6032.3930%
Returns for 5 years2.8724.6312%
Returns for 10 years21.7989.1224%
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