NCTWX
Price
$34.83
Change
+$0.18 (+0.52%)
Updated
Jul 25 closing price
Net Assets
1.09B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$34.83
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets1.09B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
NCTWX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NCTWX vs. PMBJX commentary
Jul 27, 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 PMBJX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. NCTWX (1.09B). NCTWX pays higher dividends than PMBJX: NCTWX (0.18) vs PMBJX (0.06). NCTWX was incepted earlier than PMBJX: NCTWX (42 years) vs PMBJX (24 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 : 13.47 vs. NCTWX (2.83). PMBJX return over 5 years is better than : 55.02 vs. NCTWX (24.96).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years24 years-
Gain YTD4.6268.65053%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B33.2B3%
Annual Yield % from dividends0.180.06313%
Returns for 1 year2.8313.4721%
Returns for 3 years22.7848.8847%
Returns for 5 years24.9655.0245%
Returns for 10 years28.46103.2628%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MAMO2.550.10
+4.08%
Massimo Group
NLOP33.420.19
+0.57%
Net Lease Office Properties
JBLU4.380.02
+0.46%
JetBlue Airways Corp
SER5.40N/A
N/A
Serina Therapeutics
OLED149.21-0.30
-0.20%
Universal Display Corp