NCTWX
Price
$33.49
Change
+$0.05 (+0.15%)
Updated
Aug 15 closing price
Net Assets
1.04B
PCBIX
Price
$47.20
Change
-$0.14 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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NCTWX vs PCBIX

Header iconNCTWX vs PCBIX Comparison
Open Charts NCTWX vs PCBIXBanner chart's image
Nicholas II I
Price$33.49
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets1.04B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
NCTWX vs PCBIX Comparison Chart in %
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NCTWX vs. PCBIX commentary
Aug 19, 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 NCTWX is a StrongBuy and PCBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. NCTWX (1.04B). NCTWX pays higher dividends than PCBIX: NCTWX (0.18) vs PCBIX (0.12). NCTWX was incepted earlier than PCBIX: NCTWX (42 years) vs PCBIX (24 years). PCBIX (0.67) is less costly to investors than NCTWX (0.59). PCBIX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PCBIX has a lower initial minimum investment than NCTWX: PCBIX (0) vs NCTWX (100000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. NCTWX (-1.64). PCBIX return over 5 years is better than : 46.92 vs. NCTWX (17.04).
NCTWXPCBIXNCTWX / PCBIX
Total Expense Ratio0.590.6788%
Annual Report Gross Expense Ratio0.590.6788%
Fund Existence42 years24 years-
Gain YTD0.6015.90110%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B32.5B3%
Annual Yield % from dividends0.180.12148%
Returns for 1 year-1.649.35-18%
Returns for 3 years7.6331.6224%
Returns for 5 years17.0446.9236%
Returns for 10 years21.77101.3121%
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