ATHIX
Price
$28.11
Change
-$0.99 (-3.40%)
Updated
Feb 21 closing price
Net Assets
6.25B
PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
30.08B
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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$28.11
Change-$0.99 (-3.40%)
VolumeN/A
Net Assets6.25B
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets30.08B
ATHIX vs PEMGX Comparison Chart
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ATHIX vs. PEMGX commentary
Feb 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 ATHIX is a StrongBuy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.1B vs. ATHIX (6.25B). ATHIX (0.00) and PEMGX (0.00) have matching dividends . ATHIX was incepted earlier than PEMGX: ATHIX (28 years) vs PEMGX (20 years). ATHIX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than ATHIX: PEMGX (1000) vs ATHIX (5000000). PEMGX annual gain was more profitable for investors over the last year : 16.93 vs. ATHIX (14.22). PEMGX return over 5 years is better than : 37.54 vs. ATHIX (23.09).
ATHIXPEMGXATHIX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years20 years-
Gain YTD8.3334.528184%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.25B30.1B21%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.2216.9384%
Returns for 3 years24.7528.9486%
Returns for 5 years23.0937.5462%
Returns for 10 years13.1794.2414%
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