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ATHWX vs PCBIX
ATHWX vs PCBIX Comparison
Open Charts ATHWX vs PCBIX
American Century Heritage R
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.78B
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
ATHWX vs PCBIX Comparison Chart in %
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ATHWX vs. PCBIX commentary
Dec 27, 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 Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. ATHWX (5.78B). PCBIX pays higher dividends than ATHWX: PCBIX (0.12) vs ATHWX (0.00). ATHWX was incepted earlier than PCBIX: ATHWX (18 years) vs PCBIX (25 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 : -4.25 vs. ATHWX (-18.55). PCBIX return over 5 years is better than : 21.92 vs. ATHWX (-28.97).
| 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 | 25 years | - |
| Gain YTD | -16.006 | -2.289 | 699% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 31.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -18.55 | -4.25 | 437% |
| Returns for 3 years | 5.57 | 40.26 | 14% |
| Returns for 5 years | -28.97 | 21.92 | -132% |
| Returns for 10 years | -21.18 | 108.80 | -19% |
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