AHGCX
Price
$5.74
Change
-$5.14 (-47.24%)
Updated
Feb 3 closing price
Net Assets
5.64B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$5.74
Change-$5.14 (-47.24%)
VolumeN/A
Net Assets5.64B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
AHGCX vs PMBPX Comparison Chart in %
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AHGCX vs. PMBPX commentary
Feb 04, 2026

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: 30.3B vs. AHGCX (5.64B). AHGCX (0.00) and PMBPX (0.00) have matching dividends . 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: 62.00 vs. PMBPX (13.70). 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 : -11.17 vs. AHGCX (-44.81). PMBPX return over 5 years is better than : 12.76 vs. AHGCX (-63.06).
AHGCXPMBPXAHGCX / PMBPX
Total Expense Ratio2.000.83241%
Annual Report Gross Expense Ratio2.000.83241%
Fund Existence25 years25 years-
Gain YTD-0.864-2.93129%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.64B30.3B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-44.81-11.17401%
Returns for 3 years-43.7821.00-209%
Returns for 5 years-63.0612.76-494%
Returns for 10 years-60.82119.39-51%
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