ATHWX
Price
$20.88
Change
-$0.15 (-0.71%)
Updated
Aug 19 closing price
Net Assets
6.31B
PMAQX
Price
$47.48
Change
+$0.27 (+0.57%)
Updated
Aug 19 closing price
Net Assets
32.63B
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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$20.88
Change-$0.15 (-0.71%)
VolumeN/A
Net Assets6.31B
Principal MidCap R6
Price$47.48
Change+$0.27 (+0.57%)
VolumeN/A
Net Assets32.63B
ATHWX vs PMAQX Comparison Chart in %
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ATHWX vs. PMAQX commentary
Aug 20, 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: 32.6B vs. ATHWX (6.32B). 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 : 9.14 vs. ATHWX (1.85). PMAQX return over 5 years is better than : 48.42 vs. ATHWX (-1.18).
ATHWXPMAQXATHWX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.500.59254%
Fund Existence18 years9 years-
Gain YTD8.8636.386139%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.32B32.6B19%
Annual Yield % from dividends0.000.19-
Returns for 1 year1.859.1420%
Returns for 3 years23.3335.9765%
Returns for 5 years-1.1848.42-2%
Returns for 10 years-9.53N/A-
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