NWHVX
Price
$11.39
Change
+$0.05 (+0.44%)
Updated
Nov 19 closing price
Net Assets
257.34M
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$11.39
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets257.34M
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Nov 20, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. NWHVX (257M). 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 : -6.46 vs. NWHVX (-16.62). PMBJX return over 5 years is better than : 25.52 vs. NWHVX (-51.18).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence27 years25 years-
Gain YTD-3.801-0.564674%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets257M30.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-16.62-6.46257%
Returns for 3 years-27.3132.39-84%
Returns for 5 years-51.1825.52-201%
Returns for 10 years-59.6089.12-67%
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