NCTWX
Price
$33.47
Change
+$0.03 (+0.09%)
Updated
Dec 26 closing price
Net Assets
1B
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$33.47
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1B
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
NCTWX vs PMBJX Comparison Chart in %
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NCTWX vs. PMBJX commentary
Dec 28, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. NCTWX (1B). NCTWX pays higher dividends than PMBJX: NCTWX (0.18) vs PMBJX (0.06). 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: 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 : -4.84 vs. NCTWX (-6.06). PMBJX return over 5 years is better than : 19.01 vs. NCTWX (3.73).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years25 years-
Gain YTD0.541-2.916-19%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1B31.2B3%
Annual Yield % from dividends0.180.06314%
Returns for 1 year-6.06-4.84125%
Returns for 3 years18.2838.4248%
Returns for 5 years3.7319.0120%
Returns for 10 years38.0599.7038%
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