NCTWX
Price
$33.01
Change
-$0.57 (-1.70%)
Updated
Jun 13 closing price
Net Assets
1.04B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$33.01
Change-$0.57 (-1.70%)
VolumeN/A
Net Assets1.04B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
NCTWX vs PMBJX Comparison Chart
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NCTWX vs. PMBJX commentary
Jun 16, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. NCTWX (1.04B). NCTWX pays higher dividends than PMBJX: NCTWX (0.18) vs PMBJX (0.06). NCTWX was incepted earlier than PMBJX: NCTWX (42 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than NCTWX (0.00). PMBJX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PMBJX has a lower initial minimum investment than NCTWX: PMBJX (1000) vs NCTWX (100000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. NCTWX (-1.96). PMBJX return over 5 years is better than : 53.13 vs. NCTWX (27.15).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.000.78-
Annual Report Gross Expense Ratio0.000.78-
Fund Existence42 years24 years-
Gain YTD-0.8411.960-43%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B30.6B3%
Annual Yield % from dividends0.180.06312%
Returns for 1 year-1.9610.12-19%
Returns for 3 years24.0048.9649%
Returns for 5 years27.1553.1351%
Returns for 10 years20.7588.9423%
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