AHGCX
Price
$10.96
Change
+$0.02 (+0.18%)
Updated
Jul 28 closing price
Net Assets
6.53B
PMBMX
Price
$44.07
Change
-$0.22 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
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AHGCX vs PMBMX

Header iconAHGCX vs PMBMX Comparison
Open Charts AHGCX vs PMBMXBanner chart's image
American Century Heritage C
Price$10.96
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets6.53B
Principal MidCap R3
Price$44.07
Change-$0.22 (-0.50%)
VolumeN/A
Net Assets33.21B
AHGCX vs PMBMX Comparison Chart in %
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AHGCX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. AHGCX (6.53B). PMBMX pays higher dividends than AHGCX: PMBMX (0.02) vs AHGCX (0.00). AHGCX was incepted earlier than PMBMX: AHGCX (24 years) vs PMBMX (25 years). AHGCX (2.00) is less costly to investors than PMBMX (1.14). AHGCX is a more actively managed with annual turnover of: 66.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than AHGCX: PMBMX (0) vs AHGCX (2500). PMBMX annual gain was more profitable for investors over the last year : 10.64 vs. AHGCX (-6.48). PMBMX return over 5 years is better than : 49.12 vs. AHGCX (-25.49).
AHGCXPMBMXAHGCX / PMBMX
Total Expense Ratio2.001.14175%
Annual Report Gross Expense Ratio2.001.14175%
Fund Existence24 years25 years-
Gain YTD11.6097.883147%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year-6.4810.64-61%
Returns for 3 years12.5338.4933%
Returns for 5 years-25.4949.12-52%
Returns for 10 years-48.4593.33-52%
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