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ATHDX vs PEMGX
ATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGX
American Century Heritage R6
Price$29.74
Change-$0.35 (-1.16%)
VolumeN/A
Net Assets6.22B
ATHDX vs PEMGX Comparison Chart
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ATHDX vs. PEMGX commentary
Jun 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: 31B vs. ATHDX (6.22B). 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 : 11.79 vs. ATHDX (7.93). PEMGX return over 5 years is better than : 55.56 vs. ATHDX (29.53).
| 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 | 6.664 | 3.473 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 31B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.93 | 11.79 | 67% |
| Returns for 3 years | 56.23 | 51.18 | 110% |
| Returns for 5 years | 29.53 | 55.56 | 53% |
| Returns for 10 years | 12.87 | 92.45 | 14% |
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