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ATHDX vs PEMGX
ATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGX
American Century Heritage R6
Price$31.36
Change+$0.16 (+0.51%)
VolumeN/A
Net Assets6.15B
ATHDX vs PEMGX Comparison Chart in %
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ATHDX vs. PEMGX commentary
Sep 30, 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: 33B vs. ATHDX (6.15B). 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 : 5.12 vs. PEMGX (2.46). PEMGX return over 5 years is better than : 45.48 vs. ATHDX (18.27).
| 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 | 10.599 | 5.373 | 197% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 33B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.12 | 2.46 | 208% |
| Returns for 3 years | 55.69 | 56.59 | 98% |
| Returns for 5 years | 18.27 | 45.48 | 40% |
| Returns for 10 years | 31.15 | 112.02 | 28% |
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