ATHWX
Price
$21.26
Change
+$0.27 (+1.29%)
Updated
Oct 20 closing price
Net Assets
6.1B
PMAQX
Price
$46.13
Change
+$0.41 (+0.90%)
Updated
Oct 20 closing price
Net Assets
31.93B
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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$21.26
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.1B
Principal MidCap R6
Price$46.13
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets31.93B
ATHWX vs PMAQX Comparison Chart in %
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ATHWX vs. PMAQX commentary
Oct 21, 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 Buy and PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.9B vs. ATHWX (6.1B). PMAQX pays higher dividends than ATHWX: PMAQX (0.19) 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 : -2.59 vs. ATHWX (-4.55). PMAQX return over 5 years is better than : 38.23 vs. ATHWX (-9.13).
ATHWXPMAQXATHWX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.500.59254%
Fund Existence18 years9 years-
Gain YTD9.4372.442386%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.1B31.9B19%
Annual Yield % from dividends0.000.19-
Returns for 1 year-4.55-2.59176%
Returns for 3 years40.1250.6279%
Returns for 5 years-9.1338.23-24%
Returns for 10 years-9.60N/A-
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