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ATHAX vs PCBIX
ATHAX vs PCBIX Comparison
Open Charts ATHAX vs PCBIX
American Century Heritage A
Price$21.55
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets6.15B
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
ATHAX vs PCBIX Comparison Chart in %
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ATHAX vs. PCBIX commentary
Sep 28, 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 ATHAX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. ATHAX (6.15B). PCBIX pays higher dividends than ATHAX: PCBIX (0.12) vs ATHAX (0.00). ATHAX was incepted earlier than PCBIX: ATHAX (28 years) vs PCBIX (25 years). ATHAX (1.25) is less costly to investors than PCBIX (0.67). ATHAX is a more actively managed with annual turnover of: 66.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than ATHAX: PCBIX (0) vs ATHAX (2500). PCBIX annual gain was more profitable for investors over the last year : 2.82 vs. ATHAX (-0.42). PCBIX return over 5 years is better than : 50.47 vs. ATHAX (2.08).
| ATHAX | PCBIX | ATHAX / PCBIX | |
| Total Expense Ratio | 1.25 | 0.67 | 187% |
| Annual Report Gross Expense Ratio | 1.25 | 0.67 | 187% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 10.118 | 5.564 | 182% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 33B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -0.42 | 2.82 | -15% |
| Returns for 3 years | 45.41 | 57.35 | 79% |
| Returns for 5 years | 2.08 | 50.47 | 4% |
| Returns for 10 years | -0.19 | 128.47 | -0% |
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