AHGCX
Price
$10.82
Change
+$0.14 (+1.31%)
Updated
Jul 3 closing price
Net Assets
6.45B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$10.82
Change+$0.14 (+1.31%)
VolumeN/A
Net Assets6.45B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
AHGCX vs PMBPX Comparison Chart in %
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AHGCX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. AHGCX (6.45B). 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 : 15.41 vs. AHGCX (-9.30). PMBPX return over 5 years is better than : 59.60 vs. AHGCX (-21.76).
AHGCXPMBPXAHGCX / PMBPX
Total Expense Ratio2.000.83241%
Annual Report Gross Expense Ratio2.000.83241%
Fund Existence24 years25 years-
Gain YTD10.1837.041145%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year-9.3015.41-60%
Returns for 3 years24.9452.3948%
Returns for 5 years-21.7659.60-37%
Returns for 10 years-48.53104.46-46%
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