Ad is loading...
ATHAX vs PEMGX
ATHAX vs PEMGX Comparison
Open Charts ATHAX vs PEMGX
American Century Heritage A
Price$17.61
Change+$1.72 (+10.82%)
VolumeN/A
Net Assets4.81B
ATHAX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATHAX vs. PEMGX commentary
Apr 11, 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 ATHAX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 26.4B vs. ATHAX (4.81B). ATHAX (0.00) and PEMGX (0.00) have matching dividends . ATHAX was incepted earlier than PEMGX: ATHAX (28 years) vs PEMGX (20 years). ATHAX (1.25) is less costly to investors than PEMGX (0.95). ATHAX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). ATHAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than ATHAX: PEMGX (1000) vs ATHAX (2500). PEMGX annual gain was more profitable for investors over the last year : -4.84 vs. ATHAX (-23.64). PEMGX return over 5 years is better than : 51.97 vs. ATHAX (-0.56).
| ATHAX | PEMGX | ATHAX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.95 | 132% |
| Annual Report Gross Expense Ratio | 1.25 | 0.95 | 132% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | -18.804 | -10.535 | 178% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 26.4B | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.64 | -4.84 | 488% |
| Returns for 3 years | -12.45 | 7.96 | -157% |
| Returns for 5 years | -0.56 | 51.97 | -1% |
| Returns for 10 years | -35.12 | 64.11 | -55% |
View a ticker or compare two or three
VS
VS
Ad is loading...