Interact to see
Advertisement
Advertisement
ATHGX vs PEMGX
ATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGX
American Century Heritage R5
Price$30.34
Change+$0.39 (+1.30%)
VolumeN/A
Net Assets6.45B
ATHGX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHGX vs. PEMGX commentary
Jul 05, 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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. ATHGX (6.45B). 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). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. ATHGX (10.49). PEMGX return over 5 years is better than : 58.39 vs. ATHGX (25.74).
| 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 | 10.851 | 6.992 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 32.3B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.49 | 15.24 | 69% |
| Returns for 3 years | 57.45 | 51.70 | 111% |
| Returns for 5 years | 25.74 | 58.39 | 44% |
| Returns for 10 years | N/A | 101.09 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement