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ATHIX vs PEMGX
ATHIX vs PEMGX Comparison
Open Charts ATHIX vs PEMGX
American Century Heritage I
Price$30.52
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets6.43B
ATHIX vs PEMGX Comparison Chart in %
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ATHIX vs. PEMGX commentary
Sep 08, 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: 33B vs. ATHIX (6.43B). 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 : 12.58 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. ATHIX (19.03).
| 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 | 11.550 | 6.969 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 33B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.58 | 9.01 | 140% |
| Returns for 3 years | 45.68 | 45.42 | 101% |
| Returns for 5 years | 19.03 | 46.31 | 41% |
| Returns for 10 years | 19.59 | 108.18 | 18% |
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