NCTWX
Price
$33.49
Change
+$0.05 (+0.15%)
Updated
Aug 15 closing price
Net Assets
1.04B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$33.49
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets1.04B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
NCTWX vs PMBJX Comparison Chart in %
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NCTWX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B 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 (0.59). 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 : 8.97 vs. NCTWX (-1.64). PMBJX return over 5 years is better than : 44.05 vs. NCTWX (17.04).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years24 years-
Gain YTD0.6015.83210%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B32.5B3%
Annual Yield % from dividends0.180.06314%
Returns for 1 year-1.648.97-18%
Returns for 3 years7.6330.2525%
Returns for 5 years17.0444.0539%
Returns for 10 years21.7792.9023%
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