Ad is loading...
ATHGX vs PEMGX
ATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGX
American Century Heritage R5
Price$29.33
Change+$0.21 (+0.72%)
VolumeN/A
Net Assets6.32B
ATHGX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATHGX vs. PEMGX commentary
Jan 23, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. ATHGX (6.32B). ATHGX (0.00) and PEMGX (0.00) have matching dividends . ATHGX was incepted earlier than PEMGX: ATHGX (8 years) vs PEMGX (20 years). ATHGX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.10). ATHGX has a lower initial minimum investment than PEMGX: ATHGX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 18.56 vs. ATHGX (17.41). PEMGX return over 5 years is better than : 40.20 vs. ATHGX (24.81).
| ATHGX | PEMGX | ATHGX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 7.161 | 3.426 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 29.8B | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.41 | 18.56 | 94% |
| Returns for 3 years | 23.24 | 24.41 | 95% |
| Returns for 5 years | 24.81 | 40.20 | 62% |
| Returns for 10 years | N/A | 105.40 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSILX | 19.33 | 0.02 | +0.10% |
| Goldman Sachs GQG Ptnrs Intl Opps C | |||
| MIZIX | 8.00 | N/A | N/A |
| MassMutual International Eq I | |||
| TLVAX | 23.59 | -0.05 | -0.21% |
| Timothy Plan Large/Mid Cap Value A | |||
| BEGRX | 16.36 | -0.06 | -0.37% |
| Franklin Mutual Beacon Z | |||
| MCRFX | 14.54 | -0.09 | -0.62% |
| BlackRock Mid-Cap Value Investor C | |||