NWHYX
Price
$14.55
Change
+$0.02 (+0.14%)
Updated
Sep 5 closing price
Net Assets
278.08M
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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NWHYX vs PMBMX

Header iconNWHYX vs PMBMX Comparison
Open Charts NWHYX vs PMBMXBanner chart's image
Nationwide Geneva Mid Cap Gr Instl Svc
Price$14.55
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets278.08M
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
NWHYX vs PMBMX Comparison Chart in %
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NWHYX vs. PMBMX commentary
Sep 08, 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 Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. NWHYX (278M). PMBMX pays higher dividends than NWHYX: PMBMX (0.02) vs NWHYX (0.00). NWHYX was incepted earlier than PMBMX: NWHYX (16 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than NWHYX (0.85). NWHYX is a more actively managed with annual turnover of: 23.32 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NWHYX: PMBMX (0) vs NWHYX (50000). PMBMX annual gain was more profitable for investors over the last year : 8.59 vs. NWHYX (-0.82). PMBMX return over 5 years is better than : 43.76 vs. NWHYX (-34.69).
NWHYXPMBMXNWHYX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.851.1475%
Fund Existence16 years25 years-
Gain YTD3.4856.78151%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets278M33B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.828.59-10%
Returns for 3 years-16.3343.95-37%
Returns for 5 years-34.6943.76-79%
Returns for 10 years-48.60101.62-48%
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