ATHWX
Price
$21.19
Change
+$0.27 (+1.29%)
Updated
Jul 3 closing price
Net Assets
6.45B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$21.19
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.45B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
ATHWX vs PEMGX Comparison Chart in %
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ATHWX vs. PEMGX commentary
Jul 07, 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 StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. ATHWX (6.45B). 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 (0.91). ATHWX is a more actively managed with annual turnover of: 66.00 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 : 15.24 vs. ATHWX (4.64). PEMGX return over 5 years is better than : 58.39 vs. ATHWX (8.28).
ATHWXPEMGXATHWX / PEMGX
Total Expense Ratio1.500.91165%
Annual Report Gross Expense Ratio1.500.91165%
Fund Existence18 years20 years-
Gain YTD10.4806.992150%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.6415.2430%
Returns for 3 years46.6451.7090%
Returns for 5 years8.2858.3914%
Returns for 10 years-12.69101.09-13%
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