PEMGX
Price
$40.47
Change
-$0.74 (-1.80%)
Updated
Mar 13 closing price
Net Assets
28.15B
TWHIX
Price
$21.41
Change
-$0.56 (-2.55%)
Updated
Mar 13 closing price
Net Assets
5.47B
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PEMGX vs TWHIX

Header iconPEMGX vs TWHIX Comparison
Open Charts PEMGX vs TWHIXBanner chart's image
Principal MidCap A
Price$40.47
Change-$0.74 (-1.80%)
VolumeN/A
Net Assets28.15B
American Century Heritage I
Price$21.41
Change-$0.56 (-2.55%)
VolumeN/A
Net Assets5.47B
PEMGX vs TWHIX Comparison Chart
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PEMGX vs. TWHIX commentary
Mar 15, 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: 28.2B vs. TWHIX (5.47B). 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 : 3.39 vs. TWHIX (-9.55). PEMGX return over 5 years is better than : 63.92 vs. TWHIX (28.48).
PEMGXTWHIXPEMGX / TWHIX
Total Expense Ratio0.951.0095%
Annual Report Gross Expense Ratio0.951.0095%
Fund Existence20 years37 years-
Gain YTD-3.308-7.61143%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets28.2B5.47B515%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.39-9.55-35%
Returns for 3 years24.8412.96192%
Returns for 5 years63.9228.48224%
Returns for 10 years80.54-13.06-617%
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