AHGCX
Price
$5.91
Change
-$0.01 (-0.17%)
Updated
Dec 26 closing price
Net Assets
5.79B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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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$5.91
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets5.79B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
AHGCX vs PMBPX Comparison Chart in %
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AHGCX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. AHGCX (5.79B). PMBPX pays higher dividends than AHGCX: PMBPX (0.01) vs AHGCX (0.00). AHGCX was incepted earlier than PMBPX: AHGCX (25 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 : -4.50 vs. AHGCX (-41.56). PMBPX return over 5 years is better than : 20.39 vs. AHGCX (-60.27).
AHGCXPMBPXAHGCX / PMBPX
Total Expense Ratio2.000.83241%
Annual Report Gross Expense Ratio2.000.83241%
Fund Existence25 years25 years-
Gain YTD-39.715-2.5541,555%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.79B31.2B19%
Annual Yield % from dividends0.000.01-
Returns for 1 year-41.56-4.50923%
Returns for 3 years-35.5839.23-91%
Returns for 5 years-60.2720.39-296%
Returns for 10 years-65.42103.85-63%
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