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ATHGX vs PEMGX
ATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGX
American Century Heritage R5
Price$30.53
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets6.41B
ATHGX vs PEMGX Comparison Chart in %
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ATHGX vs. PEMGX commentary
Sep 07, 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: 33.1B vs. ATHGX (6.41B). 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 : 12.62 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. ATHGX (19.07).
| 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 | 11.545 | 6.969 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 33.1B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.62 | 9.01 | 140% |
| Returns for 3 years | 45.73 | 45.42 | 101% |
| Returns for 5 years | 19.07 | 46.31 | 41% |
| Returns for 10 years | N/A | 108.18 | - |
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