NCTWX
Price
$33.39
Change
+$0.10 (+0.30%)
Updated
Jun 4 closing price
Net Assets
1.05B
PMBMX
Price
$41.97
Change
-$0.04 (-0.10%)
Updated
Jun 4 closing price
Net Assets
30.91B
Interact to see
Advertisement

NCTWX vs PMBMX

Header iconNCTWX vs PMBMX Comparison
Open Charts NCTWX vs PMBMXBanner chart's image
Nicholas II I
Price$33.39
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets1.05B
Principal MidCap R3
Price$41.97
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets30.91B
NCTWX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
NCTWX vs. PMBMX 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 PMBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. NCTWX (1.05B). 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 (0.00). 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 : 10.99 vs. NCTWX (0.81). PMBMX return over 5 years is better than : 42.63 vs. NCTWX (20.29).
NCTWXPMBMXNCTWX / PMBMX
Total Expense Ratio0.001.14-
Annual Report Gross Expense Ratio0.001.14-
Fund Existence42 years25 years-
Gain YTD0.0002.840-
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B30.9B3%
Annual Yield % from dividends0.180.02824%
Returns for 1 year0.8110.997%
Returns for 3 years13.7734.2040%
Returns for 5 years20.2942.6348%
Returns for 10 years22.0885.1126%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
QMOM62.710.49
+0.79%
Alpha Architect US Quantitative Momt ETF
PFF30.270.10
+0.33%
iShares Preferred&Income Securities ETF
AVMA60.560.11
+0.18%
Avantis Moderate Allocation ETF
RNP21.800.03
+0.14%
Cohen & Steers REIT and Preferred and Income Fund
DWUS50.01-0.26
-0.51%
AdvisorShares DW FSM US Core ETF