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ATHGX vs PEMGX
ATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGX
American Century Heritage R5
Price$28.83
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets5.81B
ATHGX vs PEMGX Comparison Chart in %
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ATHGX vs. PEMGX commentary
Nov 19, 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: 30.9B vs. ATHGX (5.81B). ATHGX (0.00) and PEMGX (0.00) have matching dividends . ATHGX was incepted earlier than PEMGX: ATHGX (9 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). PEMGX annual gain was more profitable for investors over the last year : -6.54 vs. ATHGX (-7.20). PEMGX return over 5 years is better than : 24.68 vs. ATHGX (-2.30).
| ATHGX | PEMGX | ATHGX / PEMGX | |
| Total Expense Ratio | 0.80 | 0.91 | 88% |
| Annual Report Gross Expense Ratio | 0.80 | 0.91 | 88% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 5.480 | -0.680 | -805% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 30.9B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.20 | -6.54 | 110% |
| Returns for 3 years | 36.50 | 32.28 | 113% |
| Returns for 5 years | -2.30 | 24.68 | -9% |
| Returns for 10 years | N/A | 89.67 | - |
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