ATHWX
Price
$21.08
Change
+$0.14 (+0.67%)
Updated
Sep 26 closing price
Net Assets
6.12B
PMAQX
Price
$47.14
Change
+$0.36 (+0.77%)
Updated
Sep 26 closing price
Net Assets
33.04B
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ATHWX vs PMAQX

Header iconATHWX vs PMAQX Comparison
Open Charts ATHWX vs PMAQXBanner chart's image
American Century Heritage R
Price$21.08
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets6.12B
Principal MidCap R6
Price$47.14
Change+$0.36 (+0.77%)
VolumeN/A
Net Assets33.04B
ATHWX vs PMAQX Comparison Chart in %
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ATHWX vs. PMAQX commentary
Sep 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 ATHWX is a Hold and PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33B vs. ATHWX (6.12B). PMAQX pays higher dividends than ATHWX: PMAQX (0.18) vs ATHWX (0.00). ATHWX was incepted earlier than PMAQX: ATHWX (18 years) vs PMAQX (9 years). ATHWX (1.50) is less costly to investors than PMAQX (0.59). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than ATHWX: PMAQX (0) vs ATHWX (2500). PMAQX annual gain was more profitable for investors over the last year : 2.91 vs. ATHWX (-0.99). PMAQX return over 5 years is better than : 51.13 vs. ATHWX (0.29).
ATHWXPMAQXATHWX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.500.59254%
Fund Existence18 years9 years-
Gain YTD9.9065.624176%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.12B33B19%
Annual Yield % from dividends0.000.18-
Returns for 1 year-0.992.91-34%
Returns for 3 years43.7957.7376%
Returns for 5 years0.2951.131%
Returns for 10 years-3.04N/A-
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