PMBPX
Price
$42.84
Change
+$0.18 (+0.42%)
Updated
Jan 15 closing price
Net Assets
31.35B
TWHIX
Price
$21.49
Change
-$0.13 (-0.60%)
Updated
Jan 14 closing price
Net Assets
5.83B
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PMBPX vs TWHIX

Header iconPMBPX vs TWHIX Comparison
Open Charts PMBPX vs TWHIXBanner chart's image
Principal MidCap R5
Price$42.84
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets31.35B
American Century Heritage I
Price$21.49
Change-$0.13 (-0.60%)
VolumeN/A
Net Assets5.83B
PMBPX vs TWHIX Comparison Chart in %
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PMBPX vs. TWHIX commentary
Jan 16, 2026

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 PMBPX is a Hold and TWHIX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. TWHIX (5.83B). PMBPX (0.00) and TWHIX (0.00) have matching dividends . PMBPX was incepted earlier than TWHIX: PMBPX (25 years) vs TWHIX (38 years). TWHIX (1.00) is less costly to investors than PMBPX (0.83). TWHIX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than TWHIX: PMBPX (0) vs TWHIX (2500). PMBPX annual gain was more profitable for investors over the last year : -1.14 vs. TWHIX (-10.87). PMBPX return over 5 years is better than : 21.51 vs. TWHIX (-19.33).
PMBPXTWHIXPMBPX / TWHIX
Total Expense Ratio0.831.0083%
Annual Report Gross Expense Ratio0.831.0083%
Fund Existence25 years38 years-
Gain YTD2.4743.41772%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B5.83B537%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.14-10.8710%
Returns for 3 years31.6011.93265%
Returns for 5 years21.51-19.33-111%
Returns for 10 years130.7412.931,011%
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