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ATHDX vs PEMGX
ATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGX
American Century Heritage R6
Price$25.69
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets5.36B
ATHDX vs PEMGX Comparison Chart
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ATHDX vs. PEMGX commentary
Mar 12, 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 ATHDX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.4B vs. ATHDX (5.36B). ATHDX (0.00) and PEMGX (0.00) have matching dividends . ATHDX was incepted earlier than PEMGX: ATHDX (12 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than ATHDX (0.65). ATHDX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). ATHDX has a lower initial minimum investment than PEMGX: ATHDX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 7.25 vs. ATHDX (-5.12). PEMGX return over 5 years is better than : 64.41 vs. ATHDX (36.87).
| ATHDX | PEMGX | ATHDX / PEMGX | |
| Total Expense Ratio | 0.65 | 0.95 | 68% |
| Annual Report Gross Expense Ratio | 0.65 | 0.95 | 68% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | -5.388 | -0.399 | 1,351% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 28.4B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.12 | 7.25 | -71% |
| Returns for 3 years | 17.32 | 27.82 | 62% |
| Returns for 5 years | 36.87 | 64.41 | 57% |
| Returns for 10 years | 2.46 | 88.02 | 3% |
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