AHGCX
Price
$10.29
Change
-$0.12 (-1.15%)
Updated
Jun 13 closing price
Net Assets
6.15B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$10.29
Change-$0.12 (-1.15%)
VolumeN/A
Net Assets6.15B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
AHGCX vs PMBPX Comparison Chart
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AHGCX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. AHGCX (6.15B). 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 : 10.26 vs. AHGCX (-12.20). PMBPX return over 5 years is better than : 54.31 vs. AHGCX (-21.57).
AHGCXPMBPXAHGCX / PMBPX
Total Expense Ratio2.000.83241%
Annual Report Gross Expense Ratio2.000.83241%
Fund Existence24 years25 years-
Gain YTD4.7861.933248%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B30.6B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.2010.26-119%
Returns for 3 years21.6349.5244%
Returns for 5 years-21.5754.31-40%
Returns for 10 years-51.3792.68-55%
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