NWKAX
Price
$15.55
Change
+$0.20 (+1.30%)
Updated
Jul 3 closing price
Net Assets
293.87M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
Interact to see
Advertisement

NWKAX vs PMBJX

Header iconNWKAX vs PMBJX Comparison
Open Charts NWKAX vs PMBJXBanner chart's image
Nationwide Geneva Mid Cap Gr R6
Price$15.55
Change+$0.20 (+1.30%)
VolumeN/A
Net Assets293.87M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets31.76B
NWKAX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NWKAX vs. PMBJX commentary
Jul 04, 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 NWKAX is a StrongBuy and PMBJX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. NWKAX (294M). PMBJX pays higher dividends than NWKAX: PMBJX (0.06) vs NWKAX (0.00). NWKAX was incepted earlier than PMBJX: NWKAX (12 years) vs PMBJX (24 years). PMBJX (0.78) and NWKAX (0.75) have similar cost to investors . NWKAX is a more actively managed with annual turnover of: 23.32 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NWKAX: PMBJX (1000) vs NWKAX (1000000). PMBJX annual gain was more profitable for investors over the last year : 14.07 vs. NWKAX (2.88). PMBJX return over 5 years is better than : 56.76 vs. NWKAX (-27.35).
NWKAXPMBJXNWKAX / PMBJX
Total Expense Ratio0.750.7896%
Annual Report Gross Expense Ratio0.750.7896%
Fund Existence12 years24 years-
Gain YTD4.0685.95468%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets294M31.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.8814.0720%
Returns for 3 years-6.9750.23-14%
Returns for 5 years-27.3556.76-48%
Returns for 10 years-47.3498.40-48%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
APHMX44.110.39
+0.89%
Artisan Mid Cap Institutional
RMFEX59.820.38
+0.64%
American Funds American Mutual R4
JSMTX18.14N/A
N/A
Jackson Square SMID-Cap Growth Instl
GSESX64.46N/A
N/A
Goldman Sachs US Equity Insights Svc
STRSX28.62N/A
N/A
Sterling Capital Special Opps R6