ATHAX
Price
$21.65
Change
+$0.27 (+1.26%)
Updated
Jul 3 closing price
Net Assets
6.45B
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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ATHAX vs PMAQX

Header iconATHAX vs PMAQX Comparison
Open Charts ATHAX vs PMAQXBanner chart's image
American Century Heritage A
Price$21.65
Change+$0.27 (+1.26%)
VolumeN/A
Net Assets6.45B
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
ATHAX vs PMAQX Comparison Chart in %
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ATHAX vs. PMAQX commentary
Jul 07, 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 ATHAX is a Buy and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B vs. ATHAX (6.45B). PMAQX pays higher dividends than ATHAX: PMAQX (0.19) vs ATHAX (0.00). ATHAX was incepted earlier than PMAQX: ATHAX (28 years) vs PMAQX (9 years). ATHAX (1.25) is less costly to investors than PMAQX (0.59). ATHAX is a more actively managed with annual turnover of: 66.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than ATHAX: PMAQX (0) vs ATHAX (2500). PMAQX annual gain was more profitable for investors over the last year : 15.77 vs. ATHAX (5.20). PMAQX return over 5 years is better than : 62.17 vs. ATHAX (10.18).
ATHAXPMAQXATHAX / PMAQX
Total Expense Ratio1.250.59212%
Annual Report Gross Expense Ratio1.250.59212%
Fund Existence28 years9 years-
Gain YTD10.6297.148149%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.19-
Returns for 1 year5.2015.7733%
Returns for 3 years48.1953.8090%
Returns for 5 years10.1862.1716%
Returns for 10 years-10.13N/A-
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