NWHYX
Price
$13.44
Change
+$1.02 (+8.21%)
Updated
Apr 9 closing price
Net Assets
223.75M
PMBJX
Price
$39.38
Change
+$2.86 (+7.83%)
Updated
Apr 9 closing price
Net Assets
28.5B
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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$13.44
Change+$1.02 (+8.21%)
VolumeN/A
Net Assets223.75M
Principal MidCap J
Price$39.38
Change+$2.86 (+7.83%)
VolumeN/A
Net Assets28.5B
NWHYX vs PMBJX Comparison Chart
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NWHYX vs. PMBJX commentary
Apr 11, 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 Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.5B vs. NWHYX (224M). 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) and PMBJX (0.82) have similar cost to investors . 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 : -4.81 vs. NWHYX (-16.36). PMBJX return over 5 years is better than : 51.94 vs. NWHYX (-29.67).
NWHYXPMBJXNWHYX / PMBJX
Total Expense Ratio0.850.82104%
Annual Report Gross Expense Ratio0.850.82104%
Fund Existence16 years24 years-
Gain YTD-11.664-10.512111%
Front LoadN/AN/A-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets224M28.5B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-16.36-4.81340%
Returns for 3 years-36.148.02-451%
Returns for 5 years-29.6751.94-57%
Returns for 10 years-57.1763.61-90%
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