NWHVX
Price
$12.09
Change
+$0.01 (+0.08%)
Updated
Oct 6 closing price
Net Assets
275.92M
PMBJX
Price
$43.04
Change
-$0.12 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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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+$0.01 (+0.08%)
VolumeN/A
Net Assets275.92M
Principal MidCap J
Price$43.04
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets33.17B
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Oct 07, 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: 33.2B vs. NWHVX (276M). 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 : 3.14 vs. NWHVX (-7.08). PMBJX return over 5 years is better than : 41.27 vs. NWHVX (-44.25).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence27 years25 years-
Gain YTD2.0275.75835%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets276M33.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.083.14-225%
Returns for 3 years-18.7154.62-34%
Returns for 5 years-44.2541.27-107%
Returns for 10 years-57.07105.90-54%
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