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ATHIX vs PEMGX
ATHIX vs PEMGX Comparison
Open Charts ATHIX vs PEMGX
American Century Heritage I
Price$30.98
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets6.26B
ATHIX vs PEMGX Comparison Chart in %
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ATHIX vs. PEMGX commentary
Oct 27, 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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. ATHIX (6.26B). 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 : 4.80 vs. PEMGX (-0.09). PEMGX return over 5 years is better than : 37.64 vs. ATHIX (9.01).
| ATHIX | PEMGX | ATHIX / PEMGX | |
| Total Expense Ratio | 0.80 | 0.91 | 88% |
| Annual Report Gross Expense Ratio | 0.80 | 0.91 | 88% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 13.231 | 3.566 | 371% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 32.3B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.80 | -0.09 | -5,306% |
| Returns for 3 years | 50.83 | 47.77 | 106% |
| Returns for 5 years | 9.01 | 37.64 | 24% |
| Returns for 10 years | 22.31 | 101.19 | 22% |
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