ATHAX
Price
$21.32
Change
-$0.01 (-0.05%)
Updated
Aug 15 closing price
Net Assets
6.34B
PMAQX
Price
$47.28
Change
-$0.14 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$21.32
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets6.34B
Principal MidCap R6
Price$47.28
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
ATHAX vs PMAQX Comparison Chart in %
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ATHAX vs. PMAQX commentary
Aug 18, 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: 32.5B vs. ATHAX (6.34B). 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 : 9.46 vs. ATHAX (3.14). PMAQX return over 5 years is better than : 47.52 vs. ATHAX (1.67).
ATHAXPMAQXATHAX / PMAQX
Total Expense Ratio1.250.59212%
Annual Report Gross Expense Ratio1.250.59212%
Fund Existence28 years9 years-
Gain YTD8.9425.938151%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.34B32.5B19%
Annual Yield % from dividends0.000.19-
Returns for 1 year3.149.4633%
Returns for 3 years21.0731.9666%
Returns for 5 years1.6747.524%
Returns for 10 years-12.98N/A-
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