NCTWX
Price
$32.28
Change
-$0.10 (-0.31%)
Updated
May 9 closing price
Net Assets
1.02B
PMBMX
Price
$41.49
Change
-$0.08 (-0.19%)
Updated
May 9 closing price
Net Assets
30.38B
Ad is loading...

NCTWX vs PMBMX

Header iconNCTWX vs PMBMX Comparison
Open Charts NCTWX vs PMBMXBanner chart's image
Nicholas II I
Price$32.28
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets1.02B
Principal MidCap R3
Price$41.49
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets30.38B
NCTWX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
NCTWX vs. PMBMX 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 PMBMX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.4B vs. NCTWX (1.02B). NCTWX pays higher dividends than PMBMX: NCTWX (0.19) vs PMBMX (0.02). NCTWX was incepted earlier than PMBMX: NCTWX (42 years) vs PMBMX (24 years). PMBMX (1.14) is less costly to investors than NCTWX (0.00). PMBMX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PMBMX has a lower initial minimum investment than NCTWX: PMBMX (0) vs NCTWX (100000). PMBMX annual gain was more profitable for investors over the last year : 8.07 vs. NCTWX (-4.72). PMBMX return over 5 years is better than : 61.73 vs. NCTWX (29.42).
NCTWXPMBMXNCTWX / PMBMX
Total Expense Ratio0.001.14-
Annual Report Gross Expense Ratio0.001.14-
Fund Existence42 years24 years-
Gain YTD-3.0341.567-194%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B30.4B3%
Annual Yield % from dividends0.190.02828%
Returns for 1 year-4.728.07-59%
Returns for 3 years15.6139.6339%
Returns for 5 years29.4261.7348%
Returns for 10 years19.7083.7924%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
URNJ17.260.43
+2.55%
Sprott Junior Uranium Miners ETF
EMM26.890.28
+1.06%
Global X Emerging Markets ex-China ETF
PDI19.060.13
+0.69%
PIMCO Dynamic Income Fund
PSC49.990.09
+0.18%
Principal US Small Cap ETF
DSMC30.960.01
+0.04%
Distillate Small/Mid Cash Flow ETF