NWHVX
Price
$12.46
Change
+$0.11 (+0.89%)
Updated
Jul 25 closing price
Net Assets
297.54M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$12.46
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets297.54M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. NWHVX (298M). 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 : 13.04 vs. NWHVX (0.73). PMBMX return over 5 years is better than : 52.44 vs. NWHVX (-37.73).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD5.2368.42162%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets298M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year0.7313.046%
Returns for 3 years-18.6247.27-39%
Returns for 5 years-37.7352.44-72%
Returns for 10 years-56.9897.42-58%
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