NWHVX
Price
$12.09
Change
-$0.14 (-1.14%)
Updated
Aug 1 closing price
Net Assets
291.75M
PMBJX
Price
$43.06
Change
-$0.48 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.61B
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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$12.09
Change-$0.14 (-1.14%)
VolumeN/A
Net Assets291.75M
Principal MidCap J
Price$43.06
Change-$0.48 (-1.10%)
VolumeN/A
Net Assets32.61B
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Aug 02, 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: 32.6B vs. NWHVX (292M). 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 : 9.35 vs. NWHVX (-1.85). PMBJX return over 5 years is better than : 49.87 vs. NWHVX (-40.72).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence27 years24 years-
Gain YTD3.2946.69049%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets292M32.6B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.859.35-20%
Returns for 3 years-25.7439.32-65%
Returns for 5 years-40.7249.87-82%
Returns for 10 years-58.3096.02-61%
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