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ATHWX vs PCBIX
ATHWX vs PCBIX Comparison
Open Charts ATHWX vs PCBIX
American Century Heritage R
Price$20.88
Change-$0.15 (-0.71%)
VolumeN/A
Net Assets6.31B
Principal MidCap Institutional
Price$47.39
Change+$0.26 (+0.55%)
VolumeN/A
Net Assets32.63B
ATHWX vs PCBIX Comparison Chart in %
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ATHWX vs. PCBIX commentary
Aug 20, 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 ATHWX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.6B vs. ATHWX (6.32B). PCBIX pays higher dividends than ATHWX: PCBIX (0.12) vs ATHWX (0.00). ATHWX was incepted earlier than PCBIX: ATHWX (18 years) vs PCBIX (24 years). ATHWX (1.50) is less costly to investors than PCBIX (0.67). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than ATHWX: PCBIX (0) vs ATHWX (2500). PCBIX annual gain was more profitable for investors over the last year : 9.01 vs. ATHWX (1.85). PCBIX return over 5 years is better than : 47.74 vs. ATHWX (-1.18).
| ATHWX | PCBIX | ATHWX / PCBIX | |
| Total Expense Ratio | 1.50 | 0.67 | 224% |
| Annual Report Gross Expense Ratio | 1.50 | 0.67 | 224% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 8.863 | 6.327 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 32.6B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 1.85 | 9.01 | 21% |
| Returns for 3 years | 23.33 | 35.58 | 66% |
| Returns for 5 years | -1.18 | 47.74 | -2% |
| Returns for 10 years | -9.53 | 114.88 | -8% |
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