AHGCX
Price
$10.75
Change
+$0.07 (+0.66%)
Updated
Sep 26 closing price
Net Assets
6.15B
PMBJX
Price
$43.04
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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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$10.75
Change+$0.07 (+0.66%)
VolumeN/A
Net Assets6.15B
Principal MidCap J
Price$43.04
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets33.04B
AHGCX vs PMBJX Comparison Chart in %
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AHGCX vs. PMBJX commentary
Sep 28, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. AHGCX (6.15B). PMBJX pays higher dividends than AHGCX: PMBJX (0.06) vs AHGCX (0.00). AHGCX was incepted earlier than PMBJX: AHGCX (24 years) vs PMBJX (25 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 : 2.42 vs. AHGCX (-14.21). PMBJX return over 5 years is better than : 47.54 vs. AHGCX (-27.56).
AHGCXPMBJXAHGCX / PMBJX
Total Expense Ratio2.000.78256%
Annual Report Gross Expense Ratio2.000.78256%
Fund Existence24 years25 years-
Gain YTD9.4705.464173%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B33B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-14.212.42-588%
Returns for 3 years22.5855.7041%
Returns for 5 years-27.5647.54-58%
Returns for 10 years-42.85118.80-36%
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