ATHWX
Price
$19.69
Change
-$0.69 (-3.39%)
Updated
Feb 21 closing price
Net Assets
6.04B
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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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$19.69
Change-$0.69 (-3.39%)
VolumeN/A
Net Assets6.04B
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
ATHWX vs PMBPX Comparison Chart
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ATHWX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. ATHWX (6.04B). ATHWX (0.00) and PMBPX (0.00) have matching dividends . ATHWX was incepted earlier than PMBPX: ATHWX (17 years) vs PMBPX (24 years). ATHWX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.10). 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 : 12.43 vs. ATHWX (0.36). PMBPX return over 5 years is better than : 35.10 vs. ATHWX (0.56).
ATHWXPMBPXATHWX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years24 years-
Gain YTD2.6591.864143%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.04B29.6B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.3612.433%
Returns for 3 years11.2427.8540%
Returns for 5 years0.5635.102%
Returns for 10 years-18.3092.30-20%
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