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ATHAX vs PEMGX
ATHAX vs PEMGX Comparison
Open Charts ATHAX vs PEMGX
American Century Heritage A
Price$21.26
Change-$0.22 (-1.02%)
VolumeN/A
Net Assets6.34B
ATHAX vs PEMGX Comparison Chart in %
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ATHAX vs. PEMGX commentary
Jul 13, 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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. ATHAX (6.34B). 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 : 11.61 vs. ATHAX (2.85). PEMGX return over 5 years is better than : 55.23 vs. ATHAX (5.20).
| 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 | 8.636 | 5.584 | 155% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 32B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.85 | 11.61 | 25% |
| Returns for 3 years | 44.82 | 50.45 | 89% |
| Returns for 5 years | 5.20 | 55.23 | 9% |
| Returns for 10 years | -13.37 | 95.27 | -14% |
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