ATHWX
Price
$21.44
Change
+$0.21 (+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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ATHWX vs PMAQX

Header iconATHWX vs PMAQX Comparison
Open Charts ATHWX vs PMAQXBanner chart's image
American Century Heritage R
Price$21.44
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets6.53B
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
ATHWX vs PMAQX Comparison Chart in %
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ATHWX vs. PMAQX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.2B vs. ATHWX (6.53B). 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 : 13.98 vs. ATHWX (8.34). PMAQX return over 5 years is better than : 58.81 vs. ATHWX (5.36).
ATHWXPMAQXATHWX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.500.59254%
Fund Existence18 years9 years-
Gain YTD11.7838.761134%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.19-
Returns for 1 year8.3413.9860%
Returns for 3 years42.0850.8483%
Returns for 5 years5.3658.819%
Returns for 10 years-11.84N/A-
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