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ATHDX vs PEMGX
ATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGX
American Century Heritage R6
Price$29.76
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.81B
ATHDX vs PEMGX Comparison Chart in %
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ATHDX vs. PEMGX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. ATHDX (5.81B). 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). PEMGX (-6.54) and ATHDX (-6.76) have marching annual gain over last year. PEMGX return over 5 years is better than : 24.68 vs. ATHDX (-0.80).
| ATHDX | PEMGX | ATHDX / PEMGX | |
| Total Expense Ratio | 0.65 | 0.91 | 71% |
| Annual Report Gross Expense Ratio | 0.65 | 0.91 | 71% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 5.636 | -0.680 | -828% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 30.9B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.76 | -6.54 | 103% |
| Returns for 3 years | 37.64 | 32.28 | 117% |
| Returns for 5 years | -0.80 | 24.68 | -3% |
| Returns for 10 years | 16.77 | 89.67 | 19% |
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