NCTWX
Price
$34.83
Change
+$0.18 (+0.52%)
Updated
Jul 25 closing price
Net Assets
1.09B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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NCTWX vs PMBPX

Header iconNCTWX vs PMBPX Comparison
Open Charts NCTWX vs PMBPXBanner chart's image
Nicholas II I
Price$34.83
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets1.09B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
NCTWX vs PMBPX Comparison Chart in %
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NCTWX vs. PMBPX commentary
Jul 27, 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: 33.2B vs. NCTWX (1.09B). 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 : 13.61 vs. NCTWX (2.83). PMBPX return over 5 years is better than : 56.25 vs. NCTWX (24.96).
NCTWXPMBPXNCTWX / PMBPX
Total Expense Ratio0.590.8371%
Annual Report Gross Expense Ratio0.590.8371%
Fund Existence42 years25 years-
Gain YTD4.6268.60654%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B33.2B3%
Annual Yield % from dividends0.180.012,321%
Returns for 1 year2.8313.6121%
Returns for 3 years22.7849.3846%
Returns for 5 years24.9656.2544%
Returns for 10 years28.46107.2727%
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