NWHYX
Price
$14.55
Change
+$0.02 (+0.14%)
Updated
Sep 5 closing price
Net Assets
278.08M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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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$14.55
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets278.08M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
NWHYX vs PMBPX Comparison Chart in %
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NWHYX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. NWHYX (278M). 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 : 9.16 vs. NWHYX (-0.82). PMBPX return over 5 years is better than : 47.38 vs. NWHYX (-34.69).
NWHYXPMBPXNWHYX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence16 years25 years-
Gain YTD3.4857.01850%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets278M33B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.829.16-9%
Returns for 3 years-16.3346.04-35%
Returns for 5 years-34.6947.38-73%
Returns for 10 years-48.60111.63-44%
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