NWHVX
Price
$12.09
Change
-$0.14 (-1.14%)
Updated
Aug 1 closing price
Net Assets
291.75M
PMBMX
Price
$43.01
Change
-$0.48 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.61B
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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-$0.14 (-1.14%)
VolumeN/A
Net Assets291.75M
Principal MidCap R3
Price$43.01
Change-$0.48 (-1.10%)
VolumeN/A
Net Assets32.61B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX commentary
Aug 02, 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 StrongBuy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.6B vs. NWHVX (292M). 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 : 8.94 vs. NWHVX (-1.85). PMBMX return over 5 years is better than : 47.36 vs. NWHVX (-40.72).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD3.2946.46351%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets292M32.6B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-1.858.94-21%
Returns for 3 years-25.7437.88-68%
Returns for 5 years-40.7247.36-86%
Returns for 10 years-58.3090.37-65%
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