NCTWX
Price
$32.92
Change
+$0.13 (+0.40%)
Updated
Oct 17 closing price
Net Assets
1.01B
PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
Interact to see
Advertisement

NCTWX vs PEMGX

Header iconNCTWX vs PEMGX Comparison
Open Charts NCTWX vs PEMGXBanner chart's image
Nicholas II I
Price$32.92
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets1.01B
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
NCTWX vs PEMGX Comparison Chart in %
View a ticker or compare two or three
VS
NCTWX vs. PEMGX commentary
Oct 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 Buy and PEMGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. NCTWX (1.01B). 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 : -3.03 vs. NCTWX (-7.29). PEMGX return over 5 years is better than : 35.03 vs. NCTWX (10.24).
NCTWXPEMGXNCTWX / PEMGX
Total Expense Ratio0.590.9165%
Annual Report Gross Expense Ratio0.590.9165%
Fund Existence42 years20 years-
Gain YTD-1.1112.206-50%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B31.8B3%
Annual Yield % from dividends0.180.00-
Returns for 1 year-7.29-3.03241%
Returns for 3 years21.3148.5744%
Returns for 5 years10.2435.0329%
Returns for 10 years28.2599.1828%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KORU139.132.82
+2.07%
Direxion Daily South Korea Bull 3X ETF
SPTM80.350.41
+0.51%
SPDR® Port S&P 1500 Comps Stk Mkt ETF
BUFI39.210.09
+0.24%
AB International Buffer ETF
LDEM59.380.04
+0.07%
iShares® ESG MSCI EM Leaders ETF
AOK40.330.02
+0.05%
iShares Core 30/70 Cnsrv Allc ETF