ATHAX
Price
$21.03
Change
+$0.28 (+1.35%)
Updated
Jan 30 closing price
Net Assets
6.29B
PMAQX
Price
$47.22
Change
+$0.78 (+1.68%)
Updated
Jan 30 closing price
Net Assets
30.05B
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ATHAX vs PMAQX

Header iconATHAX vs PMAQX Comparison
Open Charts ATHAX vs PMAQXBanner chart's image
American Century Heritage A
Price$21.03
Change+$0.28 (+1.35%)
VolumeN/A
Net Assets6.29B
Principal MidCap R6
Price$47.22
Change+$0.78 (+1.68%)
VolumeN/A
Net Assets30.05B
ATHAX vs PMAQX Comparison Chart
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ATHAX vs. PMAQX commentary
Jan 31, 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 ATHAX is a StrongBuy and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.1B vs. ATHAX (6.29B). PMAQX pays higher dividends than ATHAX: PMAQX (0.10) vs ATHAX (0.00). ATHAX was incepted earlier than PMAQX: ATHAX (28 years) vs PMAQX (8 years). ATHAX is a more actively managed with annual turnover of: 51.00 vs. PMAQX (10.10). PMAQX has a lower initial minimum investment than ATHAX: PMAQX (0) vs ATHAX (2500). PMAQX annual gain was more profitable for investors over the last year : 20.02 vs. ATHAX (13.19). PMAQX return over 5 years is better than : 46.13 vs. ATHAX (12.28).
ATHAXPMAQXATHAX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years8 years-
Gain YTD7.4604.056184%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.29B30.1B21%
Annual Yield % from dividends0.000.10-
Returns for 1 year13.1920.0266%
Returns for 3 years12.4624.4951%
Returns for 5 years12.2846.1327%
Returns for 10 years-6.62N/A-
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