ATHIX
Price
$30.36
Change
-$0.09 (-0.30%)
Updated
Oct 3 closing price
Net Assets
6.16B
PEMGX
Price
$45.03
Change
+$0.32 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
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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$30.36
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets6.16B
Principal MidCap A
Price$45.03
Change+$0.32 (+0.72%)
VolumeN/A
Net Assets33.17B
ATHIX vs PEMGX Comparison Chart in %
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ATHIX vs. PEMGX commentary
Oct 06, 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 StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. ATHIX (6.16B). 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 : 5.31 vs. PEMGX (3.71). PEMGX return over 5 years is better than : 44.37 vs. ATHIX (13.50).
ATHIXPEMGXATHIX / PEMGX
Total Expense Ratio0.800.9188%
Annual Report Gross Expense Ratio0.800.9188%
Fund Existence28 years20 years-
Gain YTD10.9655.655194%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B33.2B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.313.71143%
Returns for 3 years45.7547.9395%
Returns for 5 years13.5044.3730%
Returns for 10 years22.91110.9021%
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