AHGCX
Price
$10.82
Change
+$0.14 (+1.31%)
Updated
Jul 3 closing price
Net Assets
6.45B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$10.82
Change+$0.14 (+1.31%)
VolumeN/A
Net Assets6.45B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
AHGCX vs PMBMX Comparison Chart in %
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AHGCX vs. PMBMX commentary
Jul 07, 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: 32.3B vs. AHGCX (6.45B). 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 : 14.80 vs. AHGCX (-9.30). PMBMX return over 5 years is better than : 55.71 vs. AHGCX (-21.76).
AHGCXPMBMXAHGCX / PMBMX
Total Expense Ratio2.001.14175%
Annual Report Gross Expense Ratio2.001.14175%
Fund Existence24 years25 years-
Gain YTD10.1836.854149%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year-9.3014.80-63%
Returns for 3 years24.9450.1950%
Returns for 5 years-21.7655.71-39%
Returns for 10 years-48.5394.74-51%
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