AHGCX
Price
$5.91
Change
-$0.01 (-0.17%)
Updated
Dec 26 closing price
Net Assets
5.79B
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
Interact to see
Advertisement

AHGCX vs PMBJX

Header iconAHGCX vs PMBJX Comparison
Open Charts AHGCX vs PMBJXBanner chart's image
American Century Heritage C
Price$5.91
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets5.79B
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
AHGCX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
AHGCX vs. PMBJX commentary
Dec 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. AHGCX (5.79B). PMBJX pays higher dividends than AHGCX: PMBJX (0.06) vs AHGCX (0.00). AHGCX was incepted earlier than PMBJX: AHGCX (25 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 : -4.84 vs. AHGCX (-41.66). PMBJX return over 5 years is better than : 19.01 vs. AHGCX (-60.34).
AHGCXPMBJXAHGCX / PMBJX
Total Expense Ratio2.000.78256%
Annual Report Gross Expense Ratio2.000.78256%
Fund Existence25 years25 years-
Gain YTD-39.817-2.9161,365%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.79B31.2B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-41.66-4.84861%
Returns for 3 years-35.2038.42-92%
Returns for 5 years-60.3419.01-317%
Returns for 10 years-65.8099.70-66%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TIOVX16.710.07
+0.42%
Nuveen International Opps W
HFDRX18.560.01
+0.05%
Hartford Schroders US MidCap Opps R3
RBCGX67.26-0.01
-0.01%
Reynolds Blue Chip Growth
LSGRX33.77-0.01
-0.03%
Loomis Sayles Growth Y
FGGBX2.93-0.01
-0.34%
Templeton Global Dynamic Income R6