PEMGX
Price
$44.99
Change
+$0.36 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
TWHIX
Price
$25.96
Change
+$0.11 (+0.43%)
Updated
Jul 16 closing price
Net Assets
6.34B
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PEMGX vs TWHIX

Header iconPEMGX vs TWHIX Comparison
Open Charts PEMGX vs TWHIXBanner chart's image
Principal MidCap A
Price$44.99
Change+$0.36 (+0.81%)
VolumeN/A
Net Assets31.8B
American Century Heritage I
Price$25.96
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets6.34B
PEMGX vs TWHIX Comparison Chart in %
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PEMGX vs. TWHIX commentary
Jul 17, 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: 31.8B vs. TWHIX (6.34B). 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 : 7.49 vs. TWHIX (3.23). PEMGX return over 5 years is better than : 49.97 vs. TWHIX (12.49).
PEMGXTWHIXPEMGX / TWHIX
Total Expense Ratio0.911.0091%
Annual Report Gross Expense Ratio0.911.0091%
Fund Existence20 years38 years-
Gain YTD4.7168.70554%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B6.34B502%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.493.23232%
Returns for 3 years47.8848.5699%
Returns for 5 years49.9712.49400%
Returns for 10 years93.58-0.08-121,043%
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