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ATHDX vs PEMGX
ATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGX
American Century Heritage R6
Price$28.84
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets6B
ATHDX vs PEMGX Comparison Chart
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ATHDX vs. PEMGX commentary
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.5B vs. ATHDX (6B). 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 annual gain was more profitable for investors over the last year : 7.80 vs. ATHDX (2.67). PEMGX return over 5 years is better than : 61.76 vs. ATHDX (25.27).
| 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 | 2.269 | 1.830 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6B | 30.5B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.67 | 7.80 | 34% |
| Returns for 3 years | 41.49 | 40.50 | 102% |
| Returns for 5 years | 25.27 | 61.76 | 41% |
| Returns for 10 years | 7.69 | 86.79 | 9% |
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