ATHIX
Price
$30.70
Change
+$0.30 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.47B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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ATHIX vs PEMGX

Header iconATHIX vs PEMGX Comparison
Open Charts ATHIX vs PEMGXBanner chart's image
American Century Heritage I
Price$30.70
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.47B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.03B
ATHIX vs PEMGX Comparison Chart in %
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ATHIX vs. PEMGX commentary
Jul 26, 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 ATHIX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. ATHIX (6.47B). ATHIX (0.00) and PEMGX (0.00) have matching dividends . ATHIX was incepted earlier than PEMGX: ATHIX (28 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHIX (0.80). ATHIX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than ATHIX: PEMGX (1000) vs ATHIX (5000000). ATHIX annual gain was more profitable for investors over the last year : 13.31 vs. PEMGX (12.65). PEMGX return over 5 years is better than : 53.99 vs. ATHIX (21.12).
ATHIXPEMGXATHIX / PEMGX
Total Expense Ratio0.800.9188%
Annual Report Gross Expense Ratio0.800.9188%
Fund Existence28 years20 years-
Gain YTD11.1117.813142%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.47B33B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.3112.65105%
Returns for 3 years51.0247.75107%
Returns for 5 years21.1253.9939%
Returns for 10 years14.76102.4614%
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