NCTWX
Price
$33.01
Change
-$0.57 (-1.70%)
Updated
Jun 13 closing price
Net Assets
1.04B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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NCTWX vs PMBMX

Header iconNCTWX vs PMBMX Comparison
Open Charts NCTWX vs PMBMXBanner chart's image
Nicholas II I
Price$33.01
Change-$0.57 (-1.70%)
VolumeN/A
Net Assets1.04B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
NCTWX vs PMBMX Comparison Chart
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NCTWX vs. PMBMX commentary
Jun 16, 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 StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. NCTWX (1.04B). 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 : 9.71 vs. NCTWX (-1.96). PMBMX return over 5 years is better than : 50.58 vs. NCTWX (27.15).
NCTWXPMBMXNCTWX / PMBMX
Total Expense Ratio0.001.14-
Annual Report Gross Expense Ratio0.001.14-
Fund Existence42 years25 years-
Gain YTD-0.8411.787-47%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B30.6B3%
Annual Yield % from dividends0.180.02824%
Returns for 1 year-1.969.71-20%
Returns for 3 years24.0047.3851%
Returns for 5 years27.1550.5854%
Returns for 10 years20.7583.5425%
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