NCTWX
Price
$33.01
Change
-$0.57 (-1.70%)
Updated
Jun 13 closing price
Net Assets
1.04B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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NCTWX vs PMBPX

Header iconNCTWX vs PMBPX Comparison
Open Charts NCTWX vs PMBPXBanner chart's image
Nicholas II I
Price$33.01
Change-$0.57 (-1.70%)
VolumeN/A
Net Assets1.04B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
NCTWX vs PMBPX Comparison Chart
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NCTWX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. NCTWX (1.04B). NCTWX pays higher dividends than PMBPX: NCTWX (0.18) vs PMBPX (0.01). NCTWX was incepted earlier than PMBPX: NCTWX (42 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than NCTWX (0.00). PMBPX is a more actively managed with annual turnover of: 10.50 vs. NCTWX (9.52). PMBPX has a lower initial minimum investment than NCTWX: PMBPX (0) vs NCTWX (100000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. NCTWX (-1.96). PMBPX return over 5 years is better than : 54.31 vs. NCTWX (27.15).
NCTWXPMBPXNCTWX / PMBPX
Total Expense Ratio0.000.83-
Annual Report Gross Expense Ratio0.000.83-
Fund Existence42 years25 years-
Gain YTD-0.8411.933-44%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B30.6B3%
Annual Yield % from dividends0.180.012,315%
Returns for 1 year-1.9610.26-19%
Returns for 3 years24.0049.5248%
Returns for 5 years27.1554.3150%
Returns for 10 years20.7592.6822%
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