PMBPX
Price
$40.82
Change
+$0.41 (+1.01%)
Updated
Feb 4 closing price
Net Assets
29.77B
TWHIX
Price
$20.39
Change
-$0.21 (-1.02%)
Updated
Feb 4 closing price
Net Assets
5.5B
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PMBPX vs TWHIX

Header iconPMBPX vs TWHIX Comparison
Open Charts PMBPX vs TWHIXBanner chart's image
Principal MidCap R5
Price$40.82
Change+$0.41 (+1.01%)
VolumeN/A
Net Assets29.77B
American Century Heritage I
Price$20.39
Change-$0.21 (-1.02%)
VolumeN/A
Net Assets5.5B
PMBPX vs TWHIX Comparison Chart in %
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PMBPX vs. TWHIX commentary
Feb 05, 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: 29.8B vs. TWHIX (5.5B). 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: 62.00 vs. PMBPX (13.70). 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 : -11.17 vs. TWHIX (-18.29). PMBPX return over 5 years is better than : 12.76 vs. TWHIX (-24.54).
PMBPXTWHIXPMBPX / TWHIX
Total Expense Ratio0.831.0083%
Annual Report Gross Expense Ratio0.831.0083%
Fund Existence25 years38 years-
Gain YTD-2.931-0.866338%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B5.5B542%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.17-18.2961%
Returns for 3 years21.001.331,581%
Returns for 5 years12.76-24.54-52%
Returns for 10 years119.3912.63945%
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