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ATHGX vs PEMGX
ATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGX
American Century Heritage R5
Price$23.35
Change-$0.77 (-3.19%)
VolumeN/A
Net Assets5.22B
ATHGX vs PEMGX Comparison Chart
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ATHGX vs. PEMGX commentary
Apr 22, 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: 28.4B vs. ATHGX (5.22B). ATHGX (0.00) and PEMGX (0.00) have matching dividends . ATHGX was incepted earlier than PEMGX: ATHGX (8 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than ATHGX (0.80). ATHGX is a more actively managed with annual turnover of: 51.00 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 : 7.76 vs. ATHGX (-7.05). PEMGX return over 5 years is better than : 66.23 vs. ATHGX (21.15).
| ATHGX | PEMGX | ATHGX / PEMGX | |
| Total Expense Ratio | 0.80 | 0.95 | 84% |
| Annual Report Gross Expense Ratio | 0.80 | 0.95 | 84% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | -11.874 | -4.481 | 265% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22B | 28.4B | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.05 | 7.76 | -91% |
| Returns for 3 years | 7.58 | 20.66 | 37% |
| Returns for 5 years | 21.15 | 66.23 | 32% |
| Returns for 10 years | N/A | 75.59 | - |
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