ATHGX
Price
$30.71
Change
+$0.30 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.53B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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ATHGX vs PEMGX

Header iconATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGXBanner chart's image
American Century Heritage R5
Price$30.71
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.53B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
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.

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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).
ATHGXPEMGXATHGX / PEMGX
Total Expense Ratio0.800.9188%
Annual Report Gross Expense Ratio0.800.9188%
Fund Existence8 years20 years-
Gain YTD12.2038.564142%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.4213.43107%
Returns for 3 years52.5648.78108%
Returns for 5 years22.3555.0641%
Returns for 10 yearsN/A103.87-
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