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ATHIX vs PCBIX
ATHIX vs PCBIX Comparison
Open Charts ATHIX vs PCBIX
American Century Heritage I
Price$29.88
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets6.34B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
ATHIX vs PCBIX Comparison Chart in %
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ATHIX vs. PCBIX commentary
Aug 18, 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: 32.5B vs. ATHIX (6.34B). PCBIX pays higher dividends than ATHIX: PCBIX (0.12) vs ATHIX (0.00). ATHIX was incepted earlier than PCBIX: ATHIX (28 years) vs PCBIX (24 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). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. ATHIX (8.34). PCBIX return over 5 years is better than : 46.92 vs. ATHIX (15.90).
| 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 | 24 years | - |
| Gain YTD | 9.211 | 5.901 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 32.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 8.34 | 9.35 | 89% |
| Returns for 3 years | 28.57 | 31.62 | 90% |
| Returns for 5 years | 15.90 | 46.92 | 34% |
| Returns for 10 years | 11.16 | 101.31 | 11% |
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