PEMGX
Price
$45.76
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
TWHIX
Price
$26.61
Change
+$0.23 (+0.87%)
Updated
Aug 28 closing price
Net Assets
6.33B
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PEMGX vs TWHIX

Header iconPEMGX vs TWHIX Comparison
Open Charts PEMGX vs TWHIXBanner chart's image
Principal MidCap A
Price$45.76
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
American Century Heritage I
Price$26.61
Change+$0.23 (+0.87%)
VolumeN/A
Net Assets6.33B
PEMGX vs TWHIX Comparison Chart in %
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PEMGX vs. TWHIX commentary
Aug 29, 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: 32.9B vs. TWHIX (6.33B). 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 : 8.08 vs. TWHIX (7.54). PEMGX return over 5 years is better than : 43.09 vs. TWHIX (8.87).
PEMGXTWHIXPEMGX / TWHIX
Total Expense Ratio0.911.0091%
Annual Report Gross Expense Ratio0.911.0091%
Fund Existence20 years38 years-
Gain YTD7.29710.93467%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B6.33B520%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.087.54107%
Returns for 3 years42.2036.68115%
Returns for 5 years43.098.87486%
Returns for 10 years109.208.871,231%
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