ATHAX
Price
$19.63
Change
-$0.88 (-4.29%)
Updated
Dec 18 closing price
PMAQX
Price
$44.59
Change
-$1.66 (-3.59%)
Updated
Dec 18 closing price
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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$19.63
Change-$0.88 (-4.29%)
VolumeN/A
CapitalizationN/A
Principal MidCap R6
Price$44.59
Change-$1.66 (-3.59%)
VolumeN/A
CapitalizationN/A
ATHAX vs PMAQX Comparison Chart
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ATHAX vs. PMAQX commentary
Dec 19, 2024

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 Hold and PMAQX is a Hold.

FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.4B vs. ATHAX (5.57B). PMAQX pays higher dividends than ATHAX: PMAQX (0.10) vs ATHAX (0.00). ATHAX was incepted earlier than PMAQX: ATHAX (27 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 : 21.78 vs. ATHAX (11.59). PMAQX return over 5 years is better than : 50.76 vs. ATHAX (11.59).
ATHAXPMAQXATHAX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years8 years-
Gain YTD10.56620.63151%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.57B29.4B19%
Annual Yield % from dividends0.000.10-
Returns for 1 year11.5921.7853%
Returns for 3 years-3.3015.44-21%
Returns for 5 years11.5950.7623%
Returns for 10 years-8.40N/A-
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