NWHVX
Price
$12.09
Change
+$0.01 (+0.08%)
Updated
Oct 6 closing price
Net Assets
275.92M
PMBMX
Price
$42.96
Change
-$0.12 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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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$12.09
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets275.92M
Principal MidCap R3
Price$42.96
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets33.17B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. NWHVX (276M). 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 : 2.74 vs. NWHVX (-7.08). PMBMX return over 5 years is better than : 38.91 vs. NWHVX (-44.25).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD2.0275.45937%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets276M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-7.082.74-258%
Returns for 3 years-18.7152.96-35%
Returns for 5 years-44.2538.91-114%
Returns for 10 years-57.0799.95-57%
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