NWHVX
Price
$11.03
Change
-$0.03 (-0.27%)
Updated
Jan 14 closing price
Net Assets
268.6M
PMBMX
Price
$39.79
Change
-$0.07 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.28B
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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$11.03
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets268.6M
Principal MidCap R3
Price$39.79
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets31.28B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX commentary
Jan 15, 2026

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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B vs. NWHVX (269M). NWHVX (0.00) and PMBMX (0.00) have matching dividends . 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 : -1.87 vs. NWHVX (-7.08). PMBMX return over 5 years is better than : 18.10 vs. NWHVX (-53.46).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD3.0842.446126%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets269M31.3B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.08-1.87378%
Returns for 3 years-7.7029.34-26%
Returns for 5 years-53.4618.10-295%
Returns for 10 years-49.84119.04-42%
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