NWHYX
Price
$12.57
Change
+$0.23 (+1.86%)
Updated
Jul 27 closing price
Net Assets
256.43M
PMBPX
Price
$40.15
Change
+$0.83 (+2.11%)
Updated
Jul 27 closing price
Net Assets
23.03B
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NWHYX vs PMBPX

NWHYX vs PMBPX Comparison Chart in %
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NWHYX vs. PMBPX commentary
Jul 28, 2026

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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 23B vs. NWHYX (256M). NWHYX (0.00) and PMBPX (0.00) have matching dividends . NWHYX was incepted earlier than PMBPX: NWHYX (17 years) vs PMBPX (26 years). NWHYX (0.85) and PMBPX (0.82) have similar cost to investors . NWHYX is a more actively managed with annual turnover of: 26.92 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than NWHYX: PMBPX (0) vs NWHYX (50000). NWHYX (-16.68) and PMBPX (-16.69) have marching annual gain over last year. PMBPX return over 5 years is better than : -5.31 vs. NWHYX (-58.24).
NWHYXPMBPXNWHYX / PMBPX
Total Expense Ratio0.850.82104%
Annual Report Gross Expense Ratio0.850.82104%
Fund Existence17 years26 years-
Gain YTD-4.341-5.54978%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets256M23B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-16.68-16.69100%
Returns for 3 years-16.6210.93-152%
Returns for 5 years-58.24-5.311,096%
Returns for 10 years-52.3275.03-70%
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