NCTWX
Price
$29.31
Change
-$3.96 (-11.90%)
Updated
Feb 3 closing price
Net Assets
965.25M
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$29.31
Change-$3.96 (-11.90%)
VolumeN/A
Net Assets965.25M
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
NCTWX vs PMBJX Comparison Chart in %
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NCTWX vs. PMBJX commentary
Feb 05, 2026

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 PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. NCTWX (965M). NCTWX pays higher dividends than PMBJX: NCTWX (0.07) vs PMBJX (0.00). NCTWX was incepted earlier than PMBJX: NCTWX (42 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than NCTWX (0.59). PMBJX is a more actively managed with annual turnover of: 13.70 vs. NCTWX (0.32). 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 : -11.50 vs. NCTWX (-15.96). PMBJX return over 5 years is better than : 11.44 vs. NCTWX (-9.21).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years25 years-
Gain YTD0.068-2.953-2%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets965M30.3B3%
Annual Yield % from dividends0.070.00-
Returns for 1 year-15.96-11.50139%
Returns for 3 years-2.2420.26-11%
Returns for 5 years-9.2111.44-80%
Returns for 10 years36.89114.8132%
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