NWHYX
Price
$14.28
Change
-$0.24 (-1.65%)
Updated
Jun 13 closing price
Net Assets
246.89M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
31.03B
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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$14.28
Change-$0.24 (-1.65%)
VolumeN/A
Net Assets246.89M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets31.03B
NWHYX vs PMBJX Comparison Chart
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NWHYX vs. PMBJX commentary
Jun 14, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. NWHYX (247M). 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 : 11.81 vs. NWHYX (2.11). PMBJX return over 5 years is better than : 55.48 vs. NWHYX (-27.62).
NWHYXPMBJXNWHYX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.850.78109%
Fund Existence16 years24 years-
Gain YTD3.2723.52993%
Front LoadN/AN/A-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets247M31B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.1111.8118%
Returns for 3 years-6.8051.25-13%
Returns for 5 years-27.6255.48-50%
Returns for 10 years-50.3491.84-55%
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