ATHDX
Price
$31.38
Change
+$0.30 (+0.97%)
Updated
Sep 4 closing price
Net Assets
6.43B
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
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ATHDX vs PEMGX

Header iconATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGXBanner chart's image
American Century Heritage R6
Price$31.38
Change+$0.30 (+0.97%)
VolumeN/A
Net Assets6.43B
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
ATHDX vs PEMGX Comparison Chart in %
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ATHDX vs. PEMGX commentary
Sep 08, 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 Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. ATHDX (6.43B). ATHDX (0.00) and PEMGX (0.00) have matching dividends . ATHDX was incepted earlier than PEMGX: ATHDX (12 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHDX (0.65). ATHDX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). ATHDX has a lower initial minimum investment than PEMGX: ATHDX (0) vs PEMGX (1000). ATHDX annual gain was more profitable for investors over the last year : 13.15 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. ATHDX (20.87).
ATHDXPEMGXATHDX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence12 years20 years-
Gain YTD11.6636.969167%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B33B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.159.01146%
Returns for 3 years46.8545.42103%
Returns for 5 years20.8746.3145%
Returns for 10 years23.00108.1821%
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