NWHYX
Price
$13.98
Change
+$0.05 (+0.36%)
Updated
Oct 17 closing price
Net Assets
268.44M
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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NWHYX vs PMBJX

Header iconNWHYX vs PMBJX Comparison
Open Charts NWHYX vs PMBJXBanner chart's image
Nationwide Geneva Mid Cap Gr Instl Svc
Price$13.98
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets268.44M
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
NWHYX vs PMBJX Comparison Chart in %
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NWHYX vs. PMBJX 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 NWHYX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. NWHYX (268M). PMBJX pays higher dividends than NWHYX: PMBJX (0.06) vs NWHYX (0.00). NWHYX was incepted earlier than PMBJX: NWHYX (16 years) vs PMBJX (25 years). NWHYX (0.85) is less costly to investors than PMBJX (0.78). NWHYX is a more actively managed with annual turnover of: 23.32 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NWHYX: PMBJX (1000) vs NWHYX (50000). PMBJX annual gain was more profitable for investors over the last year : -3.03 vs. NWHYX (-9.51). PMBJX return over 5 years is better than : 34.98 vs. NWHYX (-41.26).
NWHYXPMBJXNWHYX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.850.78109%
Fund Existence16 years25 years-
Gain YTD-0.5692.303-25%
Front LoadN/AN/A-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets268M31.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-9.51-3.03314%
Returns for 3 years-14.8148.67-30%
Returns for 5 years-41.2634.98-118%
Returns for 10 years-51.3298.61-52%
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