NCTWX
Price
$29.31
Change
-$3.96 (-11.90%)
Updated
Feb 3 closing price
Net Assets
965.25M
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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NCTWX vs PMBMX

Header iconNCTWX vs PMBMX Comparison
Open Charts NCTWX vs PMBMXBanner chart's image
Nicholas II I
Price$29.31
Change-$3.96 (-11.90%)
VolumeN/A
Net Assets965.25M
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
NCTWX vs PMBMX Comparison Chart in %
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NCTWX vs. PMBMX commentary
Feb 05, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. NCTWX (965M). NCTWX pays higher dividends than PMBMX: NCTWX (0.07) vs PMBMX (0.00). 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: 13.70 vs. NCTWX (0.32). 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 : -11.84 vs. NCTWX (-15.96). PMBMX return over 5 years is better than : 9.56 vs. NCTWX (-9.21).
NCTWXPMBMXNCTWX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.591.1452%
Fund Existence42 years25 years-
Gain YTD0.068-2.987-2%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets965M29.5B3%
Annual Yield % from dividends0.070.00-
Returns for 1 year-15.96-11.84135%
Returns for 3 years-2.2418.93-12%
Returns for 5 years-9.219.56-96%
Returns for 10 years36.89108.3434%
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