NWHVX
Price
$11.98
Change
+$0.16 (+1.35%)
Updated
May 8 closing price
Net Assets
233.18M
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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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$11.98
Change+$0.16 (+1.35%)
VolumeN/A
Net Assets233.18M
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
NWHVX vs PMBPX Comparison Chart
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NWHVX vs. PMBPX commentary
May 09, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. NWHVX (233M). PMBPX pays higher dividends than NWHVX: PMBPX (0.01) vs NWHVX (0.00). NWHVX was incepted earlier than PMBPX: NWHVX (26 years) vs PMBPX (24 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 : 8.97 vs. NWHVX (-4.60). PMBPX return over 5 years is better than : 64.72 vs. NWHVX (-35.05).
NWHVXPMBPXNWHVX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence26 years24 years-
Gain YTD-0.1691.035-16%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets233M30.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.608.97-51%
Returns for 3 years-20.5141.38-50%
Returns for 5 years-35.0564.72-54%
Returns for 10 years-58.0090.98-64%
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