PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
TWHIX
Price
$25.52
Change
-$0.64 (-2.45%)
Updated
Nov 13 closing price
Net Assets
6.07B
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PEMGX vs TWHIX

Header iconPEMGX vs TWHIX Comparison
Open Charts PEMGX vs TWHIXBanner chart's image
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
American Century Heritage I
Price$25.52
Change-$0.64 (-2.45%)
VolumeN/A
Net Assets6.07B
PEMGX vs TWHIX Comparison Chart in %
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PEMGX vs. TWHIX commentary
Nov 14, 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 PEMGX is a Buy and TWHIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. TWHIX (6.07B). PEMGX (0.00) and TWHIX (0.00) have matching dividends . PEMGX was incepted earlier than TWHIX: PEMGX (20 years) vs TWHIX (38 years). TWHIX (1.00) is less costly to investors than PEMGX (0.91). TWHIX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than TWHIX: PEMGX (1000) vs TWHIX (2500). PEMGX annual gain was more profitable for investors over the last year : -5.01 vs. TWHIX (-6.74). PEMGX return over 5 years is better than : 30.49 vs. TWHIX (-1.02).
PEMGXTWHIXPEMGX / TWHIX
Total Expense Ratio0.911.0091%
Annual Report Gross Expense Ratio0.911.0091%
Fund Existence20 years38 years-
Gain YTD2.81610.00828%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32B6.07B527%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.01-6.7474%
Returns for 3 years34.1736.6893%
Returns for 5 years30.49-1.02-2,985%
Returns for 10 years103.5210.61975%
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