NWHVX
Price
$12.15
Change
-$0.15 (-1.22%)
Updated
Sep 12 closing price
Net Assets
275.24M
PMBJX
Price
$43.88
Change
-$0.46 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
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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$12.15
Change-$0.15 (-1.22%)
VolumeN/A
Net Assets275.24M
Principal MidCap J
Price$43.88
Change-$0.46 (-1.04%)
VolumeN/A
Net Assets32.91B
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Sep 15, 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: 32.9B vs. NWHVX (275M). PMBJX pays higher dividends than NWHVX: PMBJX (0.06) vs NWHVX (0.00). NWHVX was incepted earlier than PMBJX: NWHVX (27 years) vs PMBJX (25 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 : 8.46 vs. NWHVX (-4.86). PMBJX return over 5 years is better than : 49.44 vs. NWHVX (-40.62).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence27 years25 years-
Gain YTD2.6187.52335%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets275M32.9B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-4.868.46-57%
Returns for 3 years-24.1144.81-54%
Returns for 5 years-40.6249.44-82%
Returns for 10 years-56.37109.64-51%
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