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ATHGX vs RPTIX
ATHGX vs RPTIX Comparison
Open Charts ATHGX vs RPTIX
American Century Heritage R5
Price$29.30
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets6.21B
T. Rowe Price Mid-Cap Growth I
Price$99.52
Change+$0.67 (+0.68%)
VolumeN/A
Net Assets27.52B
ATHGX vs RPTIX Comparison Chart
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ATHGX vs. RPTIX commentary
Jun 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 RPTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 27.5B vs. ATHGX (6.21B). RPTIX pays higher dividends than ATHGX: RPTIX (0.05) vs ATHGX (0.00). ATHGX was incepted earlier than RPTIX: ATHGX (8 years) vs RPTIX (10 years). ATHGX (0.80) is less costly to investors than RPTIX (0.63). ATHGX is a more actively managed with annual turnover of: 66.00 vs. RPTIX (22.60). ATHGX has a lower initial minimum investment than RPTIX: ATHGX (0) vs RPTIX (500000). ATHGX annual gain was more profitable for investors over the last year : 8.27 vs. RPTIX (-4.57). ATHGX return over 5 years is better than : 20.98 vs. RPTIX (2.96).
| ATHGX | RPTIX | ATHGX / RPTIX | |
| Total Expense Ratio | 0.80 | 0.63 | 127% |
| Annual Report Gross Expense Ratio | 0.80 | 0.63 | 127% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 6.175 | -1.190 | -519% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.21B | 27.5B | 23% |
| Annual Yield % from dividends | 0.00 | 0.05 | - |
| Returns for 1 year | 8.27 | -4.57 | -181% |
| Returns for 3 years | 36.24 | 3.09 | 1,172% |
| Returns for 5 years | 20.98 | 2.96 | 708% |
| Returns for 10 years | N/A | N/A | - |
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