AHGCX
Price
$10.82
Change
+$0.14 (+1.31%)
Updated
Jul 3 closing price
Net Assets
6.45B
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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AHGCX vs PMBCX

Header iconAHGCX vs PMBCX Comparison
Open Charts AHGCX vs PMBCXBanner chart's image
American Century Heritage C
Price$10.82
Change+$0.14 (+1.31%)
VolumeN/A
Net Assets6.45B
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
AHGCX vs PMBCX Comparison Chart in %
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AHGCX vs. PMBCX commentary
Jul 07, 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 AHGCX is a Buy and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. AHGCX (6.45B). AHGCX (0.00) and PMBCX (0.00) have matching dividends . AHGCX was incepted earlier than PMBCX: AHGCX (24 years) vs PMBCX (18 years). AHGCX (2.00) is less costly to investors than PMBCX (1.75). AHGCX is a more actively managed with annual turnover of: 66.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than AHGCX: PMBCX (1000) vs AHGCX (2500). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. AHGCX (-9.30). PMBCX return over 5 years is better than : 47.59 vs. AHGCX (-21.76).
AHGCXPMBCXAHGCX / PMBCX
Total Expense Ratio2.001.75114%
Annual Report Gross Expense Ratio2.001.75114%
Fund Existence24 years18 years-
Gain YTD10.1836.553155%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.3013.57-69%
Returns for 3 years24.9445.5855%
Returns for 5 years-21.7647.59-46%
Returns for 10 years-48.5375.67-64%
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