ATHIX
Price
$30.33
Change
+$0.38 (+1.27%)
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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ATHIX vs PMAQX

Header iconATHIX vs PMAQX Comparison
Open Charts ATHIX vs PMAQXBanner chart's image
American Century Heritage I
Price$30.33
Change+$0.38 (+1.27%)
VolumeN/A
Net Assets6.45B
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
ATHIX vs PMAQX Comparison Chart in %
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ATHIX vs. PMAQX commentary
Jul 08, 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 ATHIX is a Buy and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B vs. ATHIX (6.45B). PMAQX pays higher dividends than ATHIX: PMAQX (0.19) vs ATHIX (0.00). ATHIX was incepted earlier than PMAQX: ATHIX (28 years) vs PMAQX (9 years). ATHIX (0.80) is less costly to investors than PMAQX (0.59). ATHIX is a more actively managed with annual turnover of: 66.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than ATHIX: PMAQX (0) vs ATHIX (5000000). PMAQX annual gain was more profitable for investors over the last year : 15.77 vs. ATHIX (10.49). PMAQX return over 5 years is better than : 62.17 vs. ATHIX (25.69).
ATHIXPMAQXATHIX / PMAQX
Total Expense Ratio0.800.59136%
Annual Report Gross Expense Ratio0.800.59136%
Fund Existence28 years9 years-
Gain YTD10.8557.148152%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.19-
Returns for 1 year10.4915.7767%
Returns for 3 years57.3953.80107%
Returns for 5 years25.6962.1741%
Returns for 10 years14.80N/A-
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