NCTWX
Price
$32.28
Change
-$0.10 (-0.31%)
Updated
May 9 closing price
Net Assets
1.02B
PMBPX
Price
$44.19
Change
-$0.08 (-0.18%)
Updated
May 9 closing price
Net Assets
30.38B
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NCTWX vs PMBPX

Header iconNCTWX vs PMBPX Comparison
Open Charts NCTWX vs PMBPXBanner chart's image
Nicholas II I
Price$32.28
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets1.02B
Principal MidCap R5
Price$44.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets30.38B
NCTWX vs PMBPX Comparison Chart
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NCTWX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.4B vs. NCTWX (1.02B). NCTWX pays higher dividends than PMBPX: NCTWX (0.19) vs PMBPX (0.01). NCTWX was incepted earlier than PMBPX: NCTWX (42 years) vs PMBPX (24 years). PMBPX (0.83) is less costly to investors than NCTWX (0.00). 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 : 8.61 vs. NCTWX (-4.72). PMBPX return over 5 years is better than : 65.77 vs. NCTWX (29.42).
NCTWXPMBPXNCTWX / PMBPX
Total Expense Ratio0.000.83-
Annual Report Gross Expense Ratio0.000.83-
Fund Existence42 years24 years-
Gain YTD-3.0341.680-181%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B30.4B3%
Annual Yield % from dividends0.190.012,322%
Returns for 1 year-4.728.61-55%
Returns for 3 years15.6141.6537%
Returns for 5 years29.4265.7745%
Returns for 10 years19.7092.9521%
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