PEMGX
Price
$40.71
Change
+$0.14 (+0.35%)
Updated
Apr 17 closing price
Net Assets
28.35B
TWHIX
Price
$20.95
Change
+$0.08 (+0.38%)
Updated
Apr 17 closing price
Net Assets
5.22B
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PEMGX vs TWHIX

Header iconPEMGX vs TWHIX Comparison
Open Charts PEMGX vs TWHIXBanner chart's image
Principal MidCap A
Price$40.71
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.35B
American Century Heritage I
Price$20.95
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets5.22B
PEMGX vs TWHIX Comparison Chart
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PEMGX vs. TWHIX commentary
Apr 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.4B vs. TWHIX (5.22B). PEMGX (0.00) and TWHIX (0.00) have matching dividends . PEMGX was incepted earlier than TWHIX: PEMGX (20 years) vs TWHIX (37 years). TWHIX (1.00) is less costly to investors than PEMGX (0.95). TWHIX is a more actively managed with annual turnover of: 51.00 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 : 6.96 vs. TWHIX (-10.39). PEMGX return over 5 years is better than : 60.34 vs. TWHIX (12.76).
PEMGXTWHIXPEMGX / TWHIX
Total Expense Ratio0.951.0095%
Annual Report Gross Expense Ratio0.951.0095%
Fund Existence20 years37 years-
Gain YTD-4.481-11.90138%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets28.4B5.22B544%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.96-10.39-67%
Returns for 3 years18.310.583,178%
Returns for 5 years60.3412.76473%
Returns for 10 years76.35-18.26-418%
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