ATHWX
Price
$20.10
Change
+$0.13 (+0.65%)
Updated
Jan 17 closing price
Net Assets
6.23B
PMAQX
Price
$45.60
Change
+$0.28 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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ATHWX vs PMAQX

Header iconATHWX vs PMAQX Comparison
Open Charts ATHWX vs PMAQXBanner chart's image
American Century Heritage R
Price$20.10
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets6.23B
Principal MidCap R6
Price$45.60
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets29.35B
ATHWX vs PMAQX Comparison Chart
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ATHWX vs. PMAQX commentary
Jan 19, 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.3B vs. ATHWX (6.23B). PMAQX pays higher dividends than ATHWX: PMAQX (0.10) vs ATHWX (0.00). ATHWX was incepted earlier than PMAQX: ATHWX (17 years) vs PMAQX (8 years). ATHWX is a more actively managed with annual turnover of: 51.00 vs. PMAQX (10.10). PMAQX has a lower initial minimum investment than ATHWX: PMAQX (0) vs ATHWX (2500). PMAQX annual gain was more profitable for investors over the last year : 19.96 vs. ATHWX (10.99). PMAQX return over 5 years is better than : 41.71 vs. ATHWX (4.74).
ATHWXPMAQXATHWX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years8 years-
Gain YTD4.7972.173221%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.23B29.3B21%
Annual Yield % from dividends0.000.10-
Returns for 1 year10.9919.9655%
Returns for 3 years7.3720.5336%
Returns for 5 years4.7441.7111%
Returns for 10 years-9.34N/A-
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