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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
Aug 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.2B vs. ATHAX (5.46B). 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 : -10.28 vs. ATHAX (-18.33). PEMGX return over 5 years is better than : -1.03 vs. ATHAX (-30.26).
| 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 | 6.646 | -0.810 | -820% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 23.2B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.33 | -10.28 | 178% |
| Returns for 3 years | 0.76 | 20.27 | 4% |
| Returns for 5 years | -30.26 | -1.03 | 2,941% |
| Returns for 10 years | -18.64 | 80.30 | -23% |
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