ATHWX
Price
$21.44
Change
+$0.21 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.53B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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ATHWX vs PMBPX

Header iconATHWX vs PMBPX Comparison
Open Charts ATHWX vs PMBPXBanner chart's image
American Century Heritage R
Price$21.44
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets6.53B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
ATHWX vs PMBPX Comparison Chart in %
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ATHWX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. ATHWX (6.53B). PMBPX pays higher dividends than ATHWX: PMBPX (0.01) vs ATHWX (0.00). ATHWX was incepted earlier than PMBPX: ATHWX (18 years) vs PMBPX (25 years). ATHWX (1.50) is less costly to investors than PMBPX (0.83). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHWX: PMBPX (0) vs ATHWX (2500). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. ATHWX (8.34). PMBPX return over 5 years is better than : 56.25 vs. ATHWX (5.36).
ATHWXPMBPXATHWX / PMBPX
Total Expense Ratio1.500.83181%
Annual Report Gross Expense Ratio1.500.83181%
Fund Existence18 years25 years-
Gain YTD11.7838.606137%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.3413.6161%
Returns for 3 years42.0849.3885%
Returns for 5 years5.3656.2510%
Returns for 10 years-11.84107.27-11%
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