NCTWX
Price
$32.28
Change
-$0.10 (-0.31%)
Updated
May 9 closing price
Net Assets
1.02B
PMBJX
Price
$41.50
Change
-$0.08 (-0.19%)
Updated
May 9 closing price
Net Assets
30.38B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$32.28
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets1.02B
Principal MidCap J
Price$41.50
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets30.38B
NCTWX vs PMBJX Comparison Chart
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NCTWX vs. PMBJX commentary
May 11, 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: 30.4B vs. NCTWX (1.02B). NCTWX pays higher dividends than PMBJX: NCTWX (0.19) 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 : 8.48 vs. NCTWX (-4.72). PMBJX return over 5 years is better than : 64.46 vs. NCTWX (29.42).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.000.78-
Annual Report Gross Expense Ratio0.000.78-
Fund Existence42 years24 years-
Gain YTD-3.0341.691-179%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B30.4B3%
Annual Yield % from dividends0.190.06313%
Returns for 1 year-4.728.48-56%
Returns for 3 years15.6141.1038%
Returns for 5 years29.4264.4646%
Returns for 10 years19.7089.2122%
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