NWHYX
Price
$14.81
Change
+$0.19 (+1.30%)
Updated
Jul 3 closing price
Net Assets
297.82M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$14.81
Change+$0.19 (+1.30%)
VolumeN/A
Net Assets297.82M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
NWHYX vs PMBMX Comparison Chart in %
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NWHYX vs. PMBMX commentary
Jul 06, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. NWHYX (298M). PMBMX pays higher dividends than NWHYX: PMBMX (0.02) vs NWHYX (0.00). NWHYX was incepted earlier than PMBMX: NWHYX (16 years) vs PMBMX (25 years). PMBMX (1.14) 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 : 14.80 vs. NWHYX (3.64). PMBMX return over 5 years is better than : 55.71 vs. NWHYX (-28.73).
NWHYXPMBMXNWHYX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.851.1475%
Fund Existence16 years25 years-
Gain YTD5.3346.85478%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets298M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.6414.8025%
Returns for 3 years-7.7350.19-15%
Returns for 5 years-28.7355.71-52%
Returns for 10 years-49.0494.74-52%
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