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ATHDX vs PEMGX
ATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGX
American Century Heritage R6
Price$26.43
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets5.54B
ATHDX vs PEMGX Comparison Chart
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ATHDX vs. PEMGX commentary
Apr 28, 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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.2B vs. ATHDX (5.54B). 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 : 7.89 vs. ATHDX (-3.19). PEMGX return over 5 years is better than : 68.39 vs. ATHDX (28.93).
| 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 | -6.310 | -2.135 | 296% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 29.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.19 | 7.89 | -40% |
| Returns for 3 years | 17.57 | 25.82 | 68% |
| Returns for 5 years | 28.93 | 68.39 | 42% |
| Returns for 10 years | -0.79 | 80.91 | -1% |
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