NWHVX
Price
$12.46
Change
+$0.16 (+1.30%)
Updated
Jul 3 closing price
Net Assets
297.82M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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NWHVX vs PMBJX

Header iconNWHVX vs PMBJX Comparison
Open Charts NWHVX vs PMBJXBanner chart's image
Nationwide Geneva Mid Cap Gr A
Price$12.46
Change+$0.16 (+1.30%)
VolumeN/A
Net Assets297.82M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Jul 05, 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 NWHVX is a StrongBuy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. NWHVX (298M). PMBJX pays higher dividends than NWHVX: PMBJX (0.06) vs NWHVX (0.00). NWHVX was incepted earlier than PMBJX: NWHVX (27 years) vs PMBJX (24 years). NWHVX (1.10) is less costly to investors than PMBJX (0.78). NWHVX is a more actively managed with annual turnover of: 23.32 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NWHVX: PMBJX (1000) vs NWHVX (2000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. NWHVX (1.63). PMBJX return over 5 years is better than : 58.39 vs. NWHVX (-36.07).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence27 years24 years-
Gain YTD5.2367.05774%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets298M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year1.6315.2611%
Returns for 3 years-14.6051.79-28%
Returns for 5 years-36.0758.39-62%
Returns for 10 years-56.25100.46-56%
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