NWHVX
Price
$11.30
Change
-$0.47 (-3.99%)
Updated
Apr 3 closing price
Net Assets
232.7M
PMBJX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
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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$11.30
Change-$0.47 (-3.99%)
VolumeN/A
Net Assets232.7M
Principal MidCap J
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
NWHVX vs PMBJX Comparison Chart
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NWHVX vs. PMBJX commentary
Apr 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 Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. NWHVX (233M). PMBJX pays higher dividends than NWHVX: PMBJX (0.06) vs NWHVX (0.00). NWHVX was incepted earlier than PMBJX: NWHVX (26 years) vs PMBJX (24 years). NWHVX (1.10) is less costly to investors than PMBJX (0.82). 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 : 7.38 vs. NWHVX (-7.32). PMBJX return over 5 years is better than : 101.69 vs. NWHVX (-19.55).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.82134%
Annual Report Gross Expense Ratio1.100.82134%
Fund Existence26 years24 years-
Gain YTD-0.5911.054-56%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets233M29.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.327.38-99%
Returns for 3 years-35.5419.16-186%
Returns for 5 years-19.55101.69-19%
Returns for 10 years-58.1185.58-68%
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