NWHVX
Price
$11.76
Change
+$0.05 (+0.43%)
Updated
Oct 17 closing price
Net Assets
267.37M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$11.76
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets267.37M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
NWHVX vs PMBPX Comparison Chart in %
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NWHVX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. NWHVX (267M). 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 : -2.88 vs. NWHVX (-11.25). PMBPX return over 5 years is better than : 36.06 vs. NWHVX (-47.31).
NWHVXPMBPXNWHVX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence27 years25 years-
Gain YTD-0.6762.301-29%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets267M31.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.25-2.88391%
Returns for 3 years-21.1349.26-43%
Returns for 5 years-47.3136.06-131%
Returns for 10 years-58.18102.57-57%
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