PEMGX
Price
$44.60
Change
+$0.40 (+0.90%)
Updated
Jun 24 closing price
Net Assets
30.62B
TWHIX
Price
$25.82
Change
+$0.45 (+1.77%)
Updated
Jun 24 closing price
Net Assets
6.17B
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PEMGX vs TWHIX

Header iconPEMGX vs TWHIX Comparison
Open Charts PEMGX vs TWHIXBanner chart's image
Principal MidCap A
Price$44.60
Change+$0.40 (+0.90%)
VolumeN/A
Net Assets30.62B
American Century Heritage I
Price$25.82
Change+$0.45 (+1.77%)
VolumeN/A
Net Assets6.17B
PEMGX vs TWHIX Comparison Chart in %
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PEMGX vs. TWHIX commentary
Jun 25, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. TWHIX (6.17B). 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 : 9.78 vs. TWHIX (3.80). PEMGX return over 5 years is better than : 55.80 vs. TWHIX (18.13).
PEMGXTWHIXPEMGX / TWHIX
Total Expense Ratio0.911.0091%
Annual Report Gross Expense Ratio0.911.0091%
Fund Existence20 years38 years-
Gain YTD2.4645.76143%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B6.17B496%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.783.80258%
Returns for 3 years43.3241.45105%
Returns for 5 years55.8018.13308%
Returns for 10 years89.25-2.18-4,098%
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