NCTWX
Price
$31.88
Change
+$0.02 (+0.06%)
Updated
Nov 19 closing price
Net Assets
968.42M
PMBMX
Price
$40.47
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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NCTWX vs PMBMX

Header iconNCTWX vs PMBMX Comparison
Open Charts NCTWX vs PMBMXBanner chart's image
Nicholas II I
Price$31.88
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets968.42M
Principal MidCap R3
Price$40.47
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
NCTWX vs PMBMX Comparison Chart in %
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NCTWX vs. PMBMX commentary
Nov 20, 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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.8B vs. NCTWX (968M). NCTWX pays higher dividends than PMBMX: NCTWX (0.18) vs PMBMX (0.02). NCTWX was incepted earlier than PMBMX: NCTWX (42 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than NCTWX (0.59). 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 : -6.81 vs. NCTWX (-10.52). PMBMX return over 5 years is better than : 23.41 vs. NCTWX (3.57).
NCTWXPMBMXNCTWX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.591.1452%
Fund Existence42 years25 years-
Gain YTD-4.296-0.906474%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets968M30.8B3%
Annual Yield % from dividends0.180.02818%
Returns for 1 year-10.52-6.81154%
Returns for 3 years9.7830.9532%
Returns for 5 years3.5723.4115%
Returns for 10 years21.9883.6226%
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