NWHVX
Price
$11.76
Change
+$0.05 (+0.43%)
Updated
Oct 17 closing price
Net Assets
267.37M
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$11.76
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets267.37M
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
NWHVX vs PMBJX Comparison Chart in %
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NWHVX vs. PMBJX commentary
Oct 19, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. NWHVX (267M). PMBJX pays higher dividends than NWHVX: PMBJX (0.06) vs NWHVX (0.00). NWHVX was incepted earlier than PMBJX: NWHVX (27 years) vs PMBJX (25 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 : -3.03 vs. NWHVX (-11.25). PMBJX return over 5 years is better than : 34.98 vs. NWHVX (-47.31).
NWHVXPMBJXNWHVX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence27 years25 years-
Gain YTD-0.6762.303-29%
Front Load6%N/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets267M31.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-11.25-3.03371%
Returns for 3 years-21.1348.67-43%
Returns for 5 years-47.3134.98-135%
Returns for 10 years-58.1898.61-59%
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