NWHVX
Price
$11.76
Change
+$0.05 (+0.43%)
Updated
Oct 17 closing price
Net Assets
267.37M
PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$11.76
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets267.37M
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
NWHVX vs PMBMX Comparison Chart in %
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NWHVX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. NWHVX (267M). 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 : -3.39 vs. NWHVX (-11.25). PMBMX return over 5 years is better than : 32.70 vs. NWHVX (-47.31).
NWHVXPMBMXNWHVX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence27 years25 years-
Gain YTD-0.6762.007-34%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets267M31.8B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-11.25-3.39332%
Returns for 3 years-21.1347.07-45%
Returns for 5 years-47.3132.70-145%
Returns for 10 years-58.1892.87-63%
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