NWHVX
Price
$12.46
Change
+$0.16 (+1.30%)
Updated
Jul 3 closing price
Net Assets
297.82M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$12.46
Change+$0.16 (+1.30%)
VolumeN/A
Net Assets297.82M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
NWHVX vs PMBPX Comparison Chart in %
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NWHVX vs. PMBPX commentary
Jul 05, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. NWHVX (298M). 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 : 15.41 vs. NWHVX (1.63). PMBPX return over 5 years is better than : 59.60 vs. NWHVX (-36.07).
NWHVXPMBPXNWHVX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence27 years25 years-
Gain YTD5.2367.04174%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets298M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.6315.4111%
Returns for 3 years-14.6052.39-28%
Returns for 5 years-36.0759.60-61%
Returns for 10 years-56.25104.46-54%
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