NCTWX
Price
$33.07
Change
+$0.37 (+1.13%)
Updated
Dec 3 closing price
Net Assets
1B
PEMGX
Price
$43.50
Change
+$0.35 (+0.81%)
Updated
Dec 3 closing price
Net Assets
31.57B
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NCTWX vs PEMGX

Header iconNCTWX vs PEMGX Comparison
Open Charts NCTWX vs PEMGXBanner chart's image
Nicholas II I
Price$33.07
Change+$0.37 (+1.13%)
VolumeN/A
Net Assets1B
Principal MidCap A
Price$43.50
Change+$0.35 (+0.81%)
VolumeN/A
Net Assets31.57B
NCTWX vs PEMGX Comparison Chart in %
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NCTWX vs. PEMGX commentary
Dec 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 NCTWX is a Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.6B vs. NCTWX (1B). NCTWX pays higher dividends than PEMGX: NCTWX (0.18) vs PEMGX (0.00). NCTWX was incepted earlier than PEMGX: NCTWX (42 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than NCTWX (0.59). PEMGX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PEMGX has a lower initial minimum investment than NCTWX: PEMGX (1000) vs NCTWX (100000). PEMGX annual gain was more profitable for investors over the last year : -8.04 vs. NCTWX (-13.01). PEMGX return over 5 years is better than : 26.10 vs. NCTWX (4.83).
NCTWXPEMGXNCTWX / PEMGX
Total Expense Ratio0.590.9165%
Annual Report Gross Expense Ratio0.590.9165%
Fund Existence42 years20 years-
Gain YTD-2.1331.689-126%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1B31.6B3%
Annual Yield % from dividends0.180.00-
Returns for 1 year-13.01-8.04162%
Returns for 3 years8.9831.5728%
Returns for 5 years4.8326.1018%
Returns for 10 years25.2193.5927%
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