PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
TWHIX
Price
$25.14
Change
+$0.13 (+0.52%)
Updated
Nov 19 closing price
Net Assets
5.8B
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PEMGX vs TWHIX

Header iconPEMGX vs TWHIX Comparison
Open Charts PEMGX vs TWHIXBanner chart's image
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
American Century Heritage I
Price$25.14
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets5.8B
PEMGX vs TWHIX Comparison Chart in %
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PEMGX vs. TWHIX commentary
Nov 20, 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 Hold and TWHIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. TWHIX (5.8B). 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 : -6.45 vs. TWHIX (-10.39). PEMGX return over 5 years is better than : 25.57 vs. TWHIX (-7.64).
PEMGXTWHIXPEMGX / TWHIX
Total Expense Ratio0.911.0091%
Annual Report Gross Expense Ratio0.911.0091%
Fund Existence20 years38 years-
Gain YTD-0.6805.172-13%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B5.8B531%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.45-10.3962%
Returns for 3 years32.2833.1098%
Returns for 5 years25.57-7.64-335%
Returns for 10 years89.672.543,527%
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