NCTWX
Price
$33.39
Change
+$0.10 (+0.30%)
Updated
Jun 4 closing price
Net Assets
1.05B
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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NCTWX vs PMBPX

Header iconNCTWX vs PMBPX Comparison
Open Charts NCTWX vs PMBPXBanner chart's image
Nicholas II I
Price$33.39
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets1.05B
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
NCTWX vs PMBPX Comparison Chart
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NCTWX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. NCTWX (1.05B). 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 (0.00). 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 : 10.51 vs. NCTWX (0.81). PMBPX return over 5 years is better than : 46.06 vs. NCTWX (20.29).
NCTWXPMBPXNCTWX / PMBPX
Total Expense Ratio0.000.83-
Annual Report Gross Expense Ratio0.000.83-
Fund Existence42 years25 years-
Gain YTD0.0002.899-
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B30.9B3%
Annual Yield % from dividends0.180.012,315%
Returns for 1 year0.8110.518%
Returns for 3 years13.7735.3239%
Returns for 5 years20.2946.0644%
Returns for 10 years22.0895.6123%
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