ATHIX
Price
$30.98
Change
+$0.14 (+0.45%)
Updated
Oct 24 closing price
Net Assets
6.26B
PEMGX
Price
$44.14
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
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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$30.98
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets6.26B
Principal MidCap A
Price$44.14
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
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.

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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).
ATHIXPEMGXATHIX / PEMGX
Total Expense Ratio0.800.9188%
Annual Report Gross Expense Ratio0.800.9188%
Fund Existence28 years20 years-
Gain YTD13.2313.566371%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.26B32.3B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.80-0.09-5,306%
Returns for 3 years50.8347.77106%
Returns for 5 years9.0137.6424%
Returns for 10 years22.31101.1922%
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