NWHVX
Price
$12.34
Change
+$0.17 (+1.40%)
Updated
Aug 22 closing price
Net Assets
276.13M
PMBMX
Price
$43.96
Change
+$0.87 (+2.02%)
Updated
Aug 22 closing price
Net Assets
32.5B
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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$12.34
Change+$0.17 (+1.40%)
VolumeN/A
Net Assets276.13M
Principal MidCap R3
Price$43.96
Change+$0.87 (+2.02%)
VolumeN/A
Net Assets32.5B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX commentary
Aug 23, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B 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 : 7.29 vs. NWHVX (-4.77). PMBMX return over 5 years is better than : 41.68 vs. NWHVX (-41.77).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD2.7875.48351%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets276M32.5B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-4.777.29-65%
Returns for 3 years-26.6035.45-75%
Returns for 5 years-41.7741.68-100%
Returns for 10 years-54.01108.72-50%
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