NCTWX
Price
$34.36
Change
+$0.29 (+0.85%)
Updated
Jul 3 closing price
Net Assets
1.08B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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NCTWX vs PMBMX

Header iconNCTWX vs PMBMX Comparison
Open Charts NCTWX vs PMBMXBanner chart's image
Nicholas II I
Price$34.36
Change+$0.29 (+0.85%)
VolumeN/A
Net Assets1.08B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
NCTWX vs PMBMX Comparison Chart in %
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NCTWX vs. PMBMX commentary
Jul 07, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. NCTWX (1.08B). 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 (0.00). 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 : 14.80 vs. NCTWX (2.69). PMBMX return over 5 years is better than : 55.71 vs. NCTWX (28.38).
NCTWXPMBMXNCTWX / PMBMX
Total Expense Ratio0.001.14-
Annual Report Gross Expense Ratio0.001.14-
Fund Existence42 years25 years-
Gain YTD3.2146.85447%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B32.3B3%
Annual Yield % from dividends0.180.02827%
Returns for 1 year2.6914.8018%
Returns for 3 years24.3450.1949%
Returns for 5 years28.3855.7151%
Returns for 10 years27.1994.7429%
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