NWHVX
Price
$12.34
Change
+$0.17 (+1.40%)
Updated
Aug 22 closing price
Net Assets
276.13M
PMBPX
Price
$46.86
Change
+$0.92 (+2.00%)
Updated
Aug 22 closing price
Net Assets
32.5B
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NWHVX vs PMBPX

Header iconNWHVX vs PMBPX Comparison
Open Charts NWHVX vs PMBPXBanner chart's image
Nationwide Geneva Mid Cap Gr A
Price$12.34
Change+$0.17 (+1.40%)
VolumeN/A
Net Assets276.13M
Principal MidCap R5
Price$46.86
Change+$0.92 (+2.00%)
VolumeN/A
Net Assets32.5B
NWHVX vs PMBPX Comparison Chart in %
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NWHVX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. NWHVX (276M). PMBPX pays higher dividends than NWHVX: PMBPX (0.01) vs NWHVX (0.00). NWHVX was incepted earlier than PMBPX: NWHVX (27 years) vs PMBPX (25 years). NWHVX (1.10) is less costly to investors than PMBPX (0.83). NWHVX is a more actively managed with annual turnover of: 23.32 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NWHVX: PMBPX (0) vs NWHVX (2000). PMBPX annual gain was more profitable for investors over the last year : 7.85 vs. NWHVX (-4.77). PMBPX return over 5 years is better than : 45.21 vs. NWHVX (-41.77).
NWHVXPMBPXNWHVX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence27 years25 years-
Gain YTD2.7875.70649%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets276M32.5B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.777.85-61%
Returns for 3 years-26.6037.43-71%
Returns for 5 years-41.7745.21-92%
Returns for 10 years-54.01119.14-45%
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