NWHVX
Price
$11.56
Change
-$0.17 (-1.45%)
Updated
Nov 13 closing price
Net Assets
263.41M
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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NWHVX vs PMBPX

Header iconNWHVX vs PMBPX Comparison
Open Charts NWHVX vs PMBPXBanner chart's image
Nationwide Geneva Mid Cap Gr A
Price$11.56
Change-$0.17 (-1.45%)
VolumeN/A
Net Assets263.41M
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
NWHVX vs PMBPX Comparison Chart in %
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NWHVX vs. PMBPX commentary
Nov 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. NWHVX (263M). PMBPX pays higher dividends than NWHVX: PMBPX (0.01) vs NWHVX (0.00). NWHVX was incepted earlier than PMBPX: NWHVX (27 years) vs PMBPX (25 years). NWHVX (1.10) is less costly to investors than PMBPX (0.83). NWHVX is a more actively managed with annual turnover of: 23.32 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NWHVX: PMBPX (0) vs NWHVX (2000). PMBPX annual gain was more profitable for investors over the last year : -4.82 vs. NWHVX (-15.85). PMBPX return over 5 years is better than : 31.53 vs. NWHVX (-49.33).
NWHVXPMBPXNWHVX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence27 years25 years-
Gain YTD-0.9292.922-32%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets263M32B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-15.85-4.82329%
Returns for 3 years-26.6934.82-77%
Returns for 5 years-49.3331.53-156%
Returns for 10 years-57.21106.99-53%
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