NWHYX
Price
$14.48
Change
-$0.02 (-0.14%)
Updated
Aug 15 closing price
Net Assets
290.43M
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.57B
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NWHYX vs PMBJX

Header iconNWHYX vs PMBJX Comparison
Open Charts NWHYX vs PMBJXBanner chart's image
Nationwide Geneva Mid Cap Gr Instl Svc
Price$14.48
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets290.43M
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.57B
NWHYX vs PMBJX Comparison Chart in %
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NWHYX vs. PMBJX commentary
Aug 17, 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 NWHYX is a StrongBuy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.6B vs. NWHYX (290M). PMBJX pays higher dividends than NWHYX: PMBJX (0.06) vs NWHYX (0.00). NWHYX was incepted earlier than PMBJX: NWHYX (16 years) vs PMBJX (24 years). NWHYX (0.85) is less costly to investors than PMBJX (0.78). NWHYX is a more actively managed with annual turnover of: 23.32 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NWHYX: PMBJX (1000) vs NWHYX (50000). PMBJX annual gain was more profitable for investors over the last year : 9.29 vs. NWHYX (-1.63). PMBJX return over 5 years is better than : 44.49 vs. NWHYX (-35.06).
NWHYXPMBJXNWHYX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.850.78109%
Fund Existence16 years24 years-
Gain YTD3.1296.15051%
Front LoadN/AN/A-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets290M32.6B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.639.29-18%
Returns for 3 years-25.0330.64-82%
Returns for 5 years-35.0644.49-79%
Returns for 10 years-51.9193.48-56%
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