NWHVX
Price
$12.46
Change
+$0.11 (+0.89%)
Updated
Jul 25 closing price
Net Assets
297.54M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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NWHVX vs PMBJX

Header iconNWHVX vs PMBJX Comparison
Open Charts NWHVX vs PMBJXBanner chart's image
Nationwide Geneva Mid Cap Gr A
Price$12.46
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets297.54M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Jul 27, 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 NWHVX is a StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. NWHVX (298M). PMBJX pays higher dividends than NWHVX: PMBJX (0.06) vs NWHVX (0.00). NWHVX was incepted earlier than PMBJX: NWHVX (27 years) vs PMBJX (24 years). NWHVX (1.10) is less costly to investors than PMBJX (0.78). NWHVX is a more actively managed with annual turnover of: 23.32 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NWHVX: PMBJX (1000) vs NWHVX (2000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. NWHVX (0.73). PMBJX return over 5 years is better than : 55.02 vs. NWHVX (-37.73).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence27 years24 years-
Gain YTD5.2368.65061%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets298M33.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.7313.475%
Returns for 3 years-18.6248.88-38%
Returns for 5 years-37.7355.02-69%
Returns for 10 years-56.98103.26-55%
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