AHGCX
Price
$10.29
Change
-$0.12 (-1.15%)
Updated
Jun 13 closing price
Net Assets
6.15B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
Interact to see
Advertisement

AHGCX vs PMBMX

Header iconAHGCX vs PMBMX Comparison
Open Charts AHGCX vs PMBMXBanner chart's image
American Century Heritage C
Price$10.29
Change-$0.12 (-1.15%)
VolumeN/A
Net Assets6.15B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
AHGCX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AHGCX vs. PMBMX commentary
Jun 16, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. AHGCX (6.15B). 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 : 9.71 vs. AHGCX (-12.20). PMBMX return over 5 years is better than : 50.58 vs. AHGCX (-21.57).
AHGCXPMBMXAHGCX / PMBMX
Total Expense Ratio2.001.14175%
Annual Report Gross Expense Ratio2.001.14175%
Fund Existence24 years25 years-
Gain YTD4.7861.787268%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B30.6B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year-12.209.71-126%
Returns for 3 years21.6347.3846%
Returns for 5 years-21.5750.58-43%
Returns for 10 years-51.3783.54-61%
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 %
CSURX24.74-0.14
-0.56%
Cohen & Steers Global Infrastructure R
TLVAX23.12-0.30
-1.28%
Timothy Plan Large/Mid Cap Value A
JNRFX87.76-1.33
-1.49%
Janus Henderson Research D
GCEYX18.29-0.31
-1.67%
AB Global Core Equity Advisor
BMPEX25.39-0.48
-1.86%
Beck Mack + Oliver Partners