ATHIX
Price
$30.70
Change
+$0.30 (+0.99%)
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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ATHIX vs PMAQX

Header iconATHIX vs PMAQX Comparison
Open Charts ATHIX vs PMAQXBanner chart's image
American Century Heritage I
Price$30.70
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.53B
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
ATHIX vs PMAQX Comparison Chart in %
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ATHIX 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 ATHIX is a Buy and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.2B vs. ATHIX (6.53B). 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). ATHIX (14.42) and PMAQX (13.98) have marching annual gain over last year. PMAQX return over 5 years is better than : 58.81 vs. ATHIX (22.31).
ATHIXPMAQXATHIX / PMAQX
Total Expense Ratio0.800.59136%
Annual Report Gross Expense Ratio0.800.59136%
Fund Existence28 years9 years-
Gain YTD12.2088.761139%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.19-
Returns for 1 year14.4213.98103%
Returns for 3 years52.5150.84103%
Returns for 5 years22.3158.8138%
Returns for 10 years15.89N/A-
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