ATHAX
Price
$21.91
Change
+$0.22 (+1.01%)
Updated
Jul 25 closing price
Net Assets
6.53B
PMAQX
Price
$48.54
Change
+$0.35 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$21.91
Change+$0.22 (+1.01%)
VolumeN/A
Net Assets6.53B
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
ATHAX vs PMAQX Comparison Chart in %
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ATHAX vs. PMAQX commentary
Jul 28, 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: 33.2B vs. ATHAX (6.53B). 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 : 13.98 vs. ATHAX (8.95). PMAQX return over 5 years is better than : 58.81 vs. ATHAX (7.24).
ATHAXPMAQXATHAX / PMAQX
Total Expense Ratio1.250.59212%
Annual Report Gross Expense Ratio1.250.59212%
Fund Existence28 years9 years-
Gain YTD11.9578.761136%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.19-
Returns for 1 year8.9513.9864%
Returns for 3 years43.5850.8486%
Returns for 5 years7.2458.8112%
Returns for 10 years-9.28N/A-
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