NCTWX
Price
$33.39
Change
+$0.10 (+0.30%)
Updated
Jun 4 closing price
Net Assets
1.05B
PMBJX
Price
$42.00
Change
-$0.03 (-0.07%)
Updated
Jun 4 closing price
Net Assets
30.91B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$33.39
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets1.05B
Principal MidCap J
Price$42.00
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets30.91B
NCTWX vs PMBJX Comparison Chart
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NCTWX vs. PMBJX commentary
Jun 06, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. NCTWX (1.05B). 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 (0.00). 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 : 11.40 vs. NCTWX (0.81). PMBJX return over 5 years is better than : 45.02 vs. NCTWX (20.29).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.000.78-
Annual Report Gross Expense Ratio0.000.78-
Fund Existence42 years24 years-
Gain YTD0.0002.989-
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B30.9B3%
Annual Yield % from dividends0.180.06312%
Returns for 1 year0.8111.407%
Returns for 3 years13.7735.6239%
Returns for 5 years20.2945.0245%
Returns for 10 years22.0890.5924%
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