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ATHIX vs PCBIX
ATHIX vs PCBIX Comparison
Open Charts ATHIX vs PCBIX
American Century Heritage I
Price$30.71
Change+$0.19 (+0.62%)
VolumeN/A
Net Assets6.43B
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
ATHIX vs PCBIX Comparison Chart in %
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ATHIX vs. PCBIX commentary
Sep 09, 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 ATHIX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. ATHIX (6.43B). PCBIX pays higher dividends than ATHIX: PCBIX (0.12) vs ATHIX (0.00). ATHIX was incepted earlier than PCBIX: ATHIX (28 years) vs PCBIX (25 years). ATHIX (0.80) is less costly to investors than PCBIX (0.67). ATHIX is a more actively managed with annual turnover of: 66.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than ATHIX: PCBIX (0) vs ATHIX (5000000). ATHIX annual gain was more profitable for investors over the last year : 12.58 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. ATHIX (19.03).
| ATHIX | PCBIX | ATHIX / PCBIX | |
| Total Expense Ratio | 0.80 | 0.67 | 119% |
| Annual Report Gross Expense Ratio | 0.80 | 0.67 | 119% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 11.550 | 7.135 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 33.4B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 12.58 | 9.41 | 134% |
| Returns for 3 years | 45.68 | 47.03 | 97% |
| Returns for 5 years | 19.03 | 49.14 | 39% |
| Returns for 10 years | 19.59 | 116.70 | 17% |
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