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ATHGX vs PEMGX
ATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGX
American Century Heritage R5
Price$30.71
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.53B
ATHGX vs PEMGX Comparison Chart in %
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ATHGX vs. PEMGX commentary
Jul 27, 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 ATHGX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. ATHGX (6.53B). ATHGX (0.00) and PEMGX (0.00) have matching dividends . ATHGX was incepted earlier than PEMGX: ATHGX (8 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHGX (0.80). ATHGX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). ATHGX has a lower initial minimum investment than PEMGX: ATHGX (0) vs PEMGX (1000). ATHGX annual gain was more profitable for investors over the last year : 14.42 vs. PEMGX (13.43). PEMGX return over 5 years is better than : 55.06 vs. ATHGX (22.35).
| ATHGX | PEMGX | ATHGX / PEMGX | |
| Total Expense Ratio | 0.80 | 0.91 | 88% |
| Annual Report Gross Expense Ratio | 0.80 | 0.91 | 88% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 12.203 | 8.564 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 33.2B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.42 | 13.43 | 107% |
| Returns for 3 years | 52.56 | 48.78 | 108% |
| Returns for 5 years | 22.35 | 55.06 | 41% |
| Returns for 10 years | N/A | 103.87 | - |
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