ATHWX
Price
$21.19
Change
+$0.27 (+1.29%)
Updated
Jul 3 closing price
Net Assets
6.45B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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ATHWX vs PMBPX

Header iconATHWX vs PMBPX Comparison
Open Charts ATHWX vs PMBPXBanner chart's image
American Century Heritage R
Price$21.19
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.45B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
ATHWX vs PMBPX Comparison Chart in %
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ATHWX vs. PMBPX commentary
Jul 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. ATHWX (6.45B). PMBPX pays higher dividends than ATHWX: PMBPX (0.01) vs ATHWX (0.00). ATHWX was incepted earlier than PMBPX: ATHWX (18 years) vs PMBPX (25 years). ATHWX (1.50) is less costly to investors than PMBPX (0.83). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHWX: PMBPX (0) vs ATHWX (2500). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. ATHWX (4.64). PMBPX return over 5 years is better than : 59.60 vs. ATHWX (8.28).
ATHWXPMBPXATHWX / PMBPX
Total Expense Ratio1.500.83181%
Annual Report Gross Expense Ratio1.500.83181%
Fund Existence18 years25 years-
Gain YTD10.4807.041149%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.6415.4130%
Returns for 3 years46.6452.3989%
Returns for 5 years8.2859.6014%
Returns for 10 years-12.69104.46-12%
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