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ATHDX vs PEMGX
ATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGX
American Century Heritage R6
Price$31.20
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets6.39B
ATHDX vs PEMGX Comparison Chart in %
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ATHDX vs. PEMGX commentary
Aug 14, 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: 32.5B vs. ATHDX (6.39B). 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 : 12.32 vs. PEMGX (11.11). PEMGX return over 5 years is better than : 44.25 vs. ATHDX (18.66).
| 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 | 10.209 | 5.866 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 32.5B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.32 | 11.11 | 111% |
| Returns for 3 years | 30.96 | 31.09 | 100% |
| Returns for 5 years | 18.66 | 44.25 | 42% |
| Returns for 10 years | 15.71 | 94.53 | 17% |
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