NCTWX
Price
$34.36
Change
+$0.29 (+0.85%)
Updated
Jul 3 closing price
Net Assets
1.08B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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NCTWX vs PMBPX

Header iconNCTWX vs PMBPX Comparison
Open Charts NCTWX vs PMBPXBanner chart's image
Nicholas II I
Price$34.36
Change+$0.29 (+0.85%)
VolumeN/A
Net Assets1.08B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
NCTWX vs PMBPX Comparison Chart in %
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NCTWX vs. PMBPX commentary
Jul 06, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. NCTWX (1.08B). 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 : 15.41 vs. NCTWX (2.69). PMBPX return over 5 years is better than : 59.60 vs. NCTWX (28.38).
NCTWXPMBPXNCTWX / PMBPX
Total Expense Ratio0.000.83-
Annual Report Gross Expense Ratio0.000.83-
Fund Existence42 years25 years-
Gain YTD3.2147.04146%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B32.3B3%
Annual Yield % from dividends0.180.012,321%
Returns for 1 year2.6915.4117%
Returns for 3 years24.3452.3946%
Returns for 5 years28.3859.6048%
Returns for 10 years27.19104.4626%
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