ATHWX
Price
$21.44
Change
+$0.21 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.53B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$21.44
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets6.53B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
ATHWX vs PEMGX Comparison Chart in %
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ATHWX vs. PEMGX commentary
Jul 27, 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: 33.2B vs. ATHWX (6.53B). 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 : 13.43 vs. ATHWX (8.34). PEMGX return over 5 years is better than : 55.06 vs. ATHWX (5.36).
ATHWXPEMGXATHWX / PEMGX
Total Expense Ratio1.500.91165%
Annual Report Gross Expense Ratio1.500.91165%
Fund Existence18 years20 years-
Gain YTD11.7838.564138%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.3413.4362%
Returns for 3 years42.0848.7886%
Returns for 5 years5.3655.0610%
Returns for 10 years-11.84103.87-11%
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