AHGCX
Price
$10.86
Change
+$0.04 (+0.37%)
Updated
Sep 5 closing price
Net Assets
6.43B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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AHGCX vs PMBPX

Header iconAHGCX vs PMBPX Comparison
Open Charts AHGCX vs PMBPXBanner chart's image
American Century Heritage C
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets6.43B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
AHGCX vs PMBPX Comparison Chart in %
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AHGCX vs. PMBPX commentary
Sep 09, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. AHGCX (6.43B). PMBPX pays higher dividends than AHGCX: PMBPX (0.01) vs AHGCX (0.00). AHGCX was incepted earlier than PMBPX: AHGCX (24 years) vs PMBPX (25 years). AHGCX (2.00) is less costly to investors than PMBPX (0.83). AHGCX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than AHGCX: PMBPX (0) vs AHGCX (2500). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. AHGCX (-7.65). PMBPX return over 5 years is better than : 47.38 vs. AHGCX (-25.97).
AHGCXPMBPXAHGCX / PMBPX
Total Expense Ratio2.000.83241%
Annual Report Gross Expense Ratio2.000.83241%
Fund Existence24 years25 years-
Gain YTD10.5917.018151%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B33B19%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.659.16-84%
Returns for 3 years15.6546.0434%
Returns for 5 years-25.9747.38-55%
Returns for 10 years-46.40111.63-42%
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