ATHIX
Price
$30.52
Change
+$0.12 (+0.39%)
Updated
Sep 5 closing price
Net Assets
6.43B
PMAQX
Price
$47.98
Change
+$0.48 (+1.01%)
Updated
Sep 4 closing price
Net Assets
33.05B
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ATHIX vs PMAQX

Header iconATHIX vs PMAQX Comparison
Open Charts ATHIX vs PMAQXBanner chart's image
American Century Heritage I
Price$30.52
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets6.43B
Principal MidCap R6
Price$47.98
Change+$0.48 (+1.01%)
VolumeN/A
Net Assets33.05B
ATHIX vs PMAQX Comparison Chart in %
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ATHIX vs. PMAQX commentary
Sep 08, 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 ATHIX is a Buy and PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33B vs. ATHIX (6.43B). PMAQX pays higher dividends than ATHIX: PMAQX (0.18) vs ATHIX (0.00). ATHIX was incepted earlier than PMAQX: ATHIX (28 years) vs PMAQX (9 years). ATHIX (0.80) is less costly to investors than PMAQX (0.59). ATHIX is a more actively managed with annual turnover of: 66.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than ATHIX: PMAQX (0) vs ATHIX (5000000). ATHIX annual gain was more profitable for investors over the last year : 12.58 vs. PMAQX (9.52). PMAQX return over 5 years is better than : 49.78 vs. ATHIX (19.03).
ATHIXPMAQXATHIX / PMAQX
Total Expense Ratio0.800.59136%
Annual Report Gross Expense Ratio0.800.59136%
Fund Existence28 years9 years-
Gain YTD11.5507.192161%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B33B19%
Annual Yield % from dividends0.000.18-
Returns for 1 year12.589.52132%
Returns for 3 years45.6847.4396%
Returns for 5 years19.0349.7838%
Returns for 10 years19.59N/A-
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