AHGCX
Price
$10.96
Change
+$0.02 (+0.18%)
Updated
Jul 28 closing price
Net Assets
6.53B
PMBJX
Price
$44.12
Change
-$0.22 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
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AHGCX vs PMBJX

Header iconAHGCX vs PMBJX Comparison
Open Charts AHGCX vs PMBJXBanner chart's image
American Century Heritage C
Price$10.96
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets6.53B
Principal MidCap J
Price$44.12
Change-$0.22 (-0.50%)
VolumeN/A
Net Assets33.21B
AHGCX vs PMBJX Comparison Chart in %
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AHGCX vs. PMBJX commentary
Jul 29, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. AHGCX (6.53B). PMBJX pays higher dividends than AHGCX: PMBJX (0.06) vs AHGCX (0.00). AHGCX was incepted earlier than PMBJX: AHGCX (24 years) vs PMBJX (24 years). AHGCX (2.00) is less costly to investors than PMBJX (0.78). AHGCX is a more actively managed with annual turnover of: 66.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than AHGCX: PMBJX (1000) vs AHGCX (2500). PMBJX annual gain was more profitable for investors over the last year : 11.06 vs. AHGCX (-6.48). PMBJX return over 5 years is better than : 51.65 vs. AHGCX (-25.49).
AHGCXPMBJXAHGCX / PMBJX
Total Expense Ratio2.000.78256%
Annual Report Gross Expense Ratio2.000.78256%
Fund Existence24 years24 years-
Gain YTD11.6098.111143%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year-6.4811.06-59%
Returns for 3 years12.5339.9731%
Returns for 5 years-25.4951.65-49%
Returns for 10 years-48.4599.08-49%
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