ATHWX
Price
$21.17
Change
-$0.07 (-0.33%)
Updated
Oct 3 closing price
Net Assets
6.16B
PMAQX
Price
$47.26
Change
+$0.33 (+0.70%)
Updated
Oct 3 closing price
Net Assets
33.17B
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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$21.17
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets6.16B
Principal MidCap R6
Price$47.26
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.17B
ATHWX vs PMAQX Comparison Chart in %
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ATHWX vs. PMAQX commentary
Oct 06, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.2B vs. ATHWX (6.16B). PMAQX pays higher dividends than ATHWX: PMAQX (0.19) vs ATHWX (0.00). ATHWX was incepted earlier than PMAQX: ATHWX (18 years) vs PMAQX (9 years). ATHWX (1.50) is less costly to investors than PMAQX (0.59). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMAQX (10.50). 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 : 4.19 vs. ATHWX (-0.33). PMAQX return over 5 years is better than : 47.83 vs. ATHWX (-2.22).
ATHWXPMAQXATHWX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.500.59254%
Fund Existence18 years9 years-
Gain YTD10.3755.893176%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B33.2B19%
Annual Yield % from dividends0.000.19-
Returns for 1 year-0.334.19-8%
Returns for 3 years35.7949.9872%
Returns for 5 years-2.2247.83-5%
Returns for 10 years-6.53N/A-
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