NWHYX
Price
$13.98
Change
+$0.05 (+0.36%)
Updated
Oct 17 closing price
Net Assets
268.44M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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NWHYX vs PMBPX

Header iconNWHYX vs PMBPX Comparison
Open Charts NWHYX vs PMBPXBanner 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 R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
NWHYX vs PMBPX Comparison Chart in %
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NWHYX 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 NWHYX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. NWHYX (268M). PMBPX pays higher dividends than NWHYX: PMBPX (0.01) vs NWHYX (0.00). NWHYX was incepted earlier than PMBPX: NWHYX (16 years) vs PMBPX (25 years). NWHYX (0.85) and PMBPX (0.83) have similar cost to investors . NWHYX is a more actively managed with annual turnover of: 23.32 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NWHYX: PMBPX (0) vs NWHYX (50000). PMBPX annual gain was more profitable for investors over the last year : -2.88 vs. NWHYX (-9.51). PMBPX return over 5 years is better than : 36.06 vs. NWHYX (-41.26).
NWHYXPMBPXNWHYX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence16 years25 years-
Gain YTD-0.5692.301-25%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets268M31.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-9.51-2.88331%
Returns for 3 years-14.8149.26-30%
Returns for 5 years-41.2636.06-114%
Returns for 10 years-51.32102.57-50%
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