ATHAX
Price
$19.63
Change
-$0.88 (-4.29%)
Updated
Dec 18 closing price
PEMGX
Price
$42.51
Change
-$1.58 (-3.58%)
Updated
Dec 18 closing price
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ATHAX vs PEMGX

Header iconATHAX vs PEMGX Comparison
Open Charts ATHAX vs PEMGXBanner chart's image
American Century Heritage A
Price$19.63
Change-$0.88 (-4.29%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$42.51
Change-$1.58 (-3.58%)
VolumeN/A
CapitalizationN/A
ATHAX vs PEMGX Comparison Chart
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ATHAX vs. PEMGX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.4B vs. ATHAX (5.57B). ATHAX (0.00) and PEMGX (0.00) have matching dividends . ATHAX was incepted earlier than PEMGX: ATHAX (27 years) vs PEMGX (19 years). ATHAX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.10). 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 : 21.23 vs. ATHAX (11.59). PEMGX return over 5 years is better than : 47.22 vs. ATHAX (11.59).
ATHAXPEMGXATHAX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years19 years-
Gain YTD10.56620.07153%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.57B29.4B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.5921.2355%
Returns for 3 years-3.3013.84-24%
Returns for 5 years11.5947.2225%
Returns for 10 years-8.40104.40-8%
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