NCTWX
Price
$33.47
Change
+$0.03 (+0.09%)
Updated
Dec 26 closing price
Net Assets
1B
PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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NCTWX vs PMBMX

Header iconNCTWX vs PMBMX Comparison
Open Charts NCTWX vs PMBMXBanner chart's image
Nicholas II I
Price$33.47
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1B
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
NCTWX vs PMBMX Comparison Chart in %
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NCTWX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. NCTWX (1B). NCTWX pays higher dividends than PMBMX: NCTWX (0.18) vs PMBMX (0.02). NCTWX was incepted earlier than PMBMX: NCTWX (42 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than NCTWX (0.59). PMBMX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PMBMX has a lower initial minimum investment than NCTWX: PMBMX (0) vs NCTWX (100000). PMBMX annual gain was more profitable for investors over the last year : -5.21 vs. NCTWX (-6.06). PMBMX return over 5 years is better than : 16.99 vs. NCTWX (3.73).
NCTWXPMBMXNCTWX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.591.1452%
Fund Existence42 years25 years-
Gain YTD0.541-3.280-16%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1B31.2B3%
Annual Yield % from dividends0.180.02828%
Returns for 1 year-6.06-5.21116%
Returns for 3 years18.2836.8950%
Returns for 5 years3.7316.9922%
Returns for 10 years38.0593.6341%
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