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ATHAX vs PEMGX
ATHAX vs PEMGX Comparison
Open Charts ATHAX vs PEMGX
American Century Heritage A
Price$21.56
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.44B
ATHAX vs PEMGX Comparison Chart in %
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ATHAX vs. PEMGX commentary
Aug 08, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.4B vs. ATHAX (6.44B). 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 (0.91). ATHAX is a more actively managed with annual turnover of: 66.00 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 : 14.13 vs. ATHAX (12.89). PEMGX return over 5 years is better than : 45.33 vs. ATHAX (2.41).
| ATHAX | PEMGX | ATHAX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.91 | 137% |
| Annual Report Gross Expense Ratio | 1.25 | 0.91 | 137% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 10.526 | 5.913 | 178% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 32.4B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.89 | 14.13 | 91% |
| Returns for 3 years | 26.57 | 35.43 | 75% |
| Returns for 5 years | 2.41 | 45.33 | 5% |
| Returns for 10 years | -11.64 | 94.36 | -12% |
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