NCTWX
Price
$34.36
Change
+$0.29 (+0.85%)
Updated
Jul 3 closing price
Net Assets
1.07B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$34.36
Change+$0.29 (+0.85%)
VolumeN/A
Net Assets1.07B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets31.76B
NCTWX vs PMBJX Comparison Chart in %
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NCTWX vs. PMBJX commentary
Jul 04, 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: 31.8B vs. NCTWX (1.07B). 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 : 14.07 vs. NCTWX (1.82). PMBJX return over 5 years is better than : 56.76 vs. NCTWX (27.30).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years24 years-
Gain YTD2.3435.95439%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B31.8B3%
Annual Yield % from dividends0.180.06313%
Returns for 1 year1.8214.0713%
Returns for 3 years23.2950.2346%
Returns for 5 years27.3056.7648%
Returns for 10 years26.1198.4027%
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