NCTWX
Price
$32.92
Change
+$0.13 (+0.40%)
Updated
Oct 17 closing price
Net Assets
1.01B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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NCTWX vs PMBJX

Header iconNCTWX vs PMBJX Comparison
Open Charts NCTWX vs PMBJXBanner chart's image
Nicholas II I
Price$32.92
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets1.01B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
NCTWX vs PMBJX Comparison Chart in %
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NCTWX vs. PMBJX commentary
Oct 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 Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. NCTWX (1.01B). 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 : -3.03 vs. NCTWX (-7.29). PMBJX return over 5 years is better than : 34.98 vs. NCTWX (10.24).
NCTWXPMBJXNCTWX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.590.7876%
Fund Existence42 years25 years-
Gain YTD-1.1112.303-48%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B31.8B3%
Annual Yield % from dividends0.180.06317%
Returns for 1 year-7.29-3.03241%
Returns for 3 years21.3148.6744%
Returns for 5 years10.2434.9829%
Returns for 10 years28.2598.6129%
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