NWHVX
Price
$11.34
Change
-$0.01 (-0.09%)
Updated
Nov 18 closing price
Net Assets
258.25M
PMBMX
Price
$40.48
Change
-$0.01 (-0.02%)
Updated
Nov 18 closing price
Net Assets
30.87B
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NWHVX vs PMBMX

Header iconNWHVX vs PMBMX Comparison
Open Charts NWHVX vs PMBMXBanner chart's image
Nationwide Geneva Mid Cap Gr A
Price$11.34
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets258.25M
Principal MidCap R3
Price$40.48
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.87B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. NWHVX (258M). PMBMX pays higher dividends than NWHVX: PMBMX (0.02) vs NWHVX (0.00). NWHVX was incepted earlier than PMBMX: NWHVX (27 years) vs PMBMX (25 years). PMBMX (1.14) and NWHVX (1.10) have similar cost to investors . NWHVX is a more actively managed with annual turnover of: 23.32 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NWHVX: PMBMX (0) vs NWHVX (2000). PMBMX annual gain was more profitable for investors over the last year : -6.86 vs. NWHVX (-17.04). PMBMX return over 5 years is better than : 22.54 vs. NWHVX (-51.35).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD-4.223-0.881479%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets258M30.9B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-17.04-6.86249%
Returns for 3 years-27.6330.98-89%
Returns for 5 years-51.3522.54-228%
Returns for 10 years-59.7783.67-71%
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