NCTWX
Price
$33.37
Change
+$0.35 (+1.06%)
Updated
Sep 26 closing price
Net Assets
1.03B
PMBJX
Price
$43.04
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$33.37
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets1.03B
Principal MidCap J
Price$43.04
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets33.04B
NCTWX vs PMBJX Comparison Chart in %
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NCTWX vs. PMBJX commentary
Sep 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 Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. NCTWX (1.03B). 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 : 2.42 vs. NCTWX (-5.03). PMBJX return over 5 years is better than : 47.54 vs. NCTWX (20.02).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years25 years-
Gain YTD0.2405.4644%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B33B3%
Annual Yield % from dividends0.180.06318%
Returns for 1 year-5.032.42-208%
Returns for 3 years25.6855.7046%
Returns for 5 years20.0247.5442%
Returns for 10 years37.14118.8031%
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