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NWHVX vs PMBJX
NWHVX vs PMBJX Comparison
Open Charts NWHVX vs PMBJX
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Sep 12, 2026
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.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 21.3B vs. NWHVX (243M). NWHVX (0.00) and PMBJX (0.00) have matching dividends . NWHVX was incepted earlier than PMBJX: NWHVX (28 years) vs PMBJX (26 years). NWHVX (1.10) is less costly to investors than PMBJX (0.76). NWHVX is a more actively managed with annual turnover of: 26.92 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than NWHVX: PMBJX (1000) vs NWHVX (2000). PMBJX (-19.19) and NWHVX (-19.67) have marching annual gain over last year. PMBJX return over 5 years is better than : -9.24 vs. NWHVX (-65.24).
| NWHVX | PMBJX | NWHVX / PMBJX | |
| Total Expense Ratio | 1.10 | 0.76 | 145% |
| Annual Report Gross Expense Ratio | 1.10 | 0.76 | 145% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -7.664 | -8.010 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 21.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.67 | -19.19 | 103% |
| Returns for 3 years | -21.90 | 9.27 | -236% |
| Returns for 5 years | -65.24 | -9.24 | 706% |
| Returns for 10 years | -59.76 | 71.18 | -84% |
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