ATHWX
Price
$19.69
Change
-$0.69 (-3.39%)
Updated
Feb 21 closing price
Net Assets
6.04B
PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
29.57B
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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$19.69
Change-$0.69 (-3.39%)
VolumeN/A
Net Assets6.04B
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets29.57B
ATHWX vs PEMGX Comparison Chart
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ATHWX vs. PEMGX commentary
Feb 23, 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 Hold and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. ATHWX (6.04B). ATHWX (0.00) and PEMGX (0.00) have matching dividends . ATHWX was incepted earlier than PEMGX: ATHWX (17 years) vs PEMGX (20 years). ATHWX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.10). 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 : 12.29 vs. ATHWX (0.36). PEMGX return over 5 years is better than : 34.02 vs. ATHWX (0.56).
ATHWXPEMGXATHWX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years20 years-
Gain YTD2.6591.854143%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets6.04B29.6B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.3612.293%
Returns for 3 years11.2427.3041%
Returns for 5 years0.5634.022%
Returns for 10 years-18.3089.11-21%
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