NWHVX
Price
$11.64
Change
-$0.14 (-1.19%)
Updated
Dec 12 closing price
Net Assets
264.63M
PMBMX
Price
$39.17
Change
-$0.19 (-0.48%)
Updated
Dec 12 closing price
Net Assets
29.83B
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NWHVX vs PMBMX

Header iconNWHVX vs PMBMX Comparison
Open Charts NWHVX vs PMBMXBanner chart's image
Nationwide Geneva Mid Cap Gr A
Price$11.64
Change-$0.14 (-1.19%)
VolumeN/A
Net Assets264.63M
Principal MidCap R3
Price$39.17
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets29.83B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX commentary
Dec 14, 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 Buy and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. NWHVX (265M). PMBMX pays higher dividends than NWHVX: PMBMX (0.02) vs NWHVX (0.00). NWHVX was incepted earlier than PMBMX: NWHVX (27 years) vs PMBMX (25 years). PMBMX (1.14) and NWHVX (1.10) have similar cost to investors . NWHVX is a more actively managed with annual turnover of: 23.32 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NWHVX: PMBMX (0) vs NWHVX (2000). PMBMX annual gain was more profitable for investors over the last year : -11.67 vs. NWHVX (-16.04). PMBMX return over 5 years is better than : 18.62 vs. NWHVX (-50.57).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD-0.507-3.64714%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets265M29.8B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-16.04-11.67137%
Returns for 3 years-26.1926.96-97%
Returns for 5 years-50.5718.62-272%
Returns for 10 years-56.7186.14-66%
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