ATHWX
Price
$17.76
Change
+$0.49 (+2.84%)
Updated
Apr 24 closing price
Net Assets
5.34B
PEMGX
Price
$41.91
Change
+$0.60 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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ATHWX vs PEMGX

Header iconATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGXBanner chart's image
American Century Heritage R
Price$17.76
Change+$0.49 (+2.84%)
VolumeN/A
Net Assets5.34B
Principal MidCap A
Price$41.91
Change+$0.60 (+1.45%)
VolumeN/A
Net Assets28.88B
ATHWX vs PEMGX Comparison Chart
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ATHWX vs. PEMGX commentary
Apr 25, 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 PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. ATHWX (5.34B). ATHWX (0.00) and PEMGX (0.00) have matching dividends . ATHWX was incepted earlier than PEMGX: ATHWX (18 years) vs PEMGX (20 years). ATHWX (1.50) is less costly to investors than PEMGX (0.95). ATHWX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than ATHWX: PEMGX (1000) vs ATHWX (2500). PEMGX annual gain was more profitable for investors over the last year : 6.61 vs. ATHWX (-12.07). PEMGX return over 5 years is better than : 66.77 vs. ATHWX (5.37).
ATHWXPEMGXATHWX / PEMGX
Total Expense Ratio1.500.95158%
Annual Report Gross Expense Ratio1.500.95158%
Fund Existence18 years20 years-
Gain YTD-9.958-3.074324%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.34B28.9B18%
Annual Yield % from dividends0.000.00-
Returns for 1 year-12.076.61-183%
Returns for 3 years0.9421.184%
Returns for 5 years5.3766.778%
Returns for 10 years-29.5779.57-37%
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