NWHYX
Price
$13.44
Change
+$1.02 (+8.21%)
Updated
Apr 9 closing price
Net Assets
223.75M
PMBMX
Price
$39.38
Change
+$2.86 (+7.83%)
Updated
Apr 9 closing price
Net Assets
26.39B
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NWHYX vs PMBMX

Header iconNWHYX vs PMBMX Comparison
Open Charts NWHYX vs PMBMXBanner 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 R3
Price$39.38
Change+$2.86 (+7.83%)
VolumeN/A
Net Assets26.39B
NWHYX vs PMBMX Comparison Chart
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NWHYX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 26.4B vs. NWHYX (224M). PMBMX pays higher dividends than NWHYX: PMBMX (0.02) vs NWHYX (0.00). NWHYX was incepted earlier than PMBMX: NWHYX (16 years) vs PMBMX (24 years). PMBMX (1.15) is less costly to investors than NWHYX (0.85). NWHYX is a more actively managed with annual turnover of: 23.32 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NWHYX: PMBMX (0) vs NWHYX (50000). PMBMX annual gain was more profitable for investors over the last year : -5.20 vs. NWHYX (-16.36). PMBMX return over 5 years is better than : 49.40 vs. NWHYX (-29.67).
NWHYXPMBMXNWHYX / PMBMX
Total Expense Ratio0.851.1574%
Annual Report Gross Expense Ratio0.851.1574%
Fund Existence16 years24 years-
Gain YTD-11.664-10.600110%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets224M26.4B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-16.36-5.20315%
Returns for 3 years-36.146.87-526%
Returns for 5 years-29.6749.40-60%
Returns for 10 years-57.1758.89-97%
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