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ATHAX vs PEMGX
ATHAX vs PEMGX Comparison
Open Charts ATHAX vs PEMGX
ATHAX vs PEMGX Comparison Chart in %
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ATHAX vs. PEMGX commentary
Jun 23, 2026
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: 24B vs. ATHAX (5.52B). ATHAX (0.00) and PEMGX (0.00) have matching dividends . ATHAX was incepted earlier than PEMGX: ATHAX (29 years) vs PEMGX (21 years). ATHAX (1.25) is less costly to investors than PEMGX (0.90). ATHAX is a more actively managed with annual turnover of: 62.00 vs. PEMGX (13.70). 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 : -12.39 vs. ATHAX (-17.37). PEMGX return over 5 years is better than : -2.84 vs. ATHAX (-29.45).
| ATHAX | PEMGX | ATHAX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.25 | 0.90 | 139% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 5.108 | -6.064 | -84% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.52B | 24B | 23% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.37 | -12.39 | 140% |
| Returns for 3 years | -1.27 | 14.28 | -9% |
| Returns for 5 years | -29.45 | -2.84 | 1,036% |
| Returns for 10 years | -12.54 | 84.53 | -15% |
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