NCTWX
Price
$34.36
Change
+$0.29 (+0.85%)
Updated
Jul 3 closing price
Net Assets
1.07B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
Interact to see
Advertisement

NCTWX vs PMBPX

Header iconNCTWX vs PMBPX Comparison
Open Charts NCTWX vs PMBPXBanner chart's image
Nicholas II I
Price$34.36
Change+$0.29 (+0.85%)
VolumeN/A
Net Assets1.07B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets31.76B
NCTWX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NCTWX vs. PMBPX commentary
Jul 04, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. NCTWX (1.07B). 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 : 14.22 vs. NCTWX (1.82). PMBPX return over 5 years is better than : 57.95 vs. NCTWX (27.30).
NCTWXPMBPXNCTWX / PMBPX
Total Expense Ratio0.590.8371%
Annual Report Gross Expense Ratio0.590.8371%
Fund Existence42 years25 years-
Gain YTD2.3435.93639%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B31.8B3%
Annual Yield % from dividends0.180.012,321%
Returns for 1 year1.8214.2213%
Returns for 3 years23.2950.8146%
Returns for 5 years27.3057.9547%
Returns for 10 years26.11102.3526%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TZUP9.281.18
+14.57%
Thumzup Media Corporation
GIC28.280.19
+0.68%
Global Industrial Company
BRBR57.580.08
+0.14%
BellRing Brands
FRMEP25.32N/A
N/A
First Merchants Corp
SLDP2.46-0.01
-0.40%
Solid Power