NCTWX
Price
$33.68
Change
-$0.08 (-0.24%)
Updated
Oct 6 closing price
Net Assets
1.04B
PMBPX
Price
$45.84
Change
-$0.13 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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NCTWX vs PMBPX

Header iconNCTWX vs PMBPX Comparison
Open Charts NCTWX vs PMBPXBanner chart's image
Nicholas II I
Price$33.68
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets1.04B
Principal MidCap R5
Price$45.84
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.17B
NCTWX vs PMBPX Comparison Chart in %
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NCTWX vs. PMBPX commentary
Oct 07, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. NCTWX (1.04B). NCTWX pays higher dividends than PMBPX: NCTWX (0.18) vs PMBPX (0.01). NCTWX was incepted earlier than PMBPX: NCTWX (42 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than NCTWX (0.59). PMBPX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PMBPX has a lower initial minimum investment than NCTWX: PMBPX (0) vs NCTWX (100000). PMBPX annual gain was more profitable for investors over the last year : 3.33 vs. NCTWX (-3.18). PMBPX return over 5 years is better than : 42.47 vs. NCTWX (14.96).
NCTWXPMBPXNCTWX / PMBPX
Total Expense Ratio0.590.8371%
Annual Report Gross Expense Ratio0.590.8371%
Fund Existence42 years25 years-
Gain YTD1.4125.77524%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B33.2B3%
Annual Yield % from dividends0.180.012,347%
Returns for 1 year-3.183.33-95%
Returns for 3 years25.2855.2646%
Returns for 5 years14.9642.4735%
Returns for 10 years30.87110.0228%
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