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ATHAX vs PCBIX
ATHAX vs PCBIX Comparison
Open Charts ATHAX vs PCBIX
American Century Heritage A
Price$21.77
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets6.43B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
ATHAX vs PCBIX Comparison Chart in %
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ATHAX vs. PCBIX commentary
Sep 08, 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 Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. ATHAX (6.43B). 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 : 9.41 vs. ATHAX (7.24). PCBIX return over 5 years is better than : 49.14 vs. ATHAX (4.41).
| 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 | 11.242 | 7.135 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 33B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 7.24 | 9.41 | 77% |
| Returns for 3 years | 37.18 | 47.03 | 79% |
| Returns for 5 years | 4.41 | 49.14 | 9% |
| Returns for 10 years | -6.37 | 116.70 | -5% |
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