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ATHAX vs PEMGX
ATHAX vs PEMGX Comparison
Open Charts ATHAX vs PEMGX
American Century Heritage A
Price$21.87
Change+$0.19 (+0.88%)
VolumeN/A
Net Assets6.33B
ATHAX vs PEMGX Comparison Chart in %
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ATHAX vs. PEMGX commentary
Aug 29, 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: 32.9B vs. ATHAX (6.33B). 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 : 8.08 vs. ATHAX (4.38). PEMGX return over 5 years is better than : 43.09 vs. ATHAX (0.65).
| 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 | 10.782 | 7.297 | 148% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 32.9B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.38 | 8.08 | 54% |
| Returns for 3 years | 31.87 | 42.20 | 76% |
| Returns for 5 years | 0.65 | 43.09 | 2% |
| Returns for 10 years | -5.74 | 109.20 | -5% |
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