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ATHIX vs PEMGX
ATHIX vs PEMGX Comparison
Open Charts ATHIX vs PEMGX
American Century Heritage I
Price$23.67
Change-$0.97 (-3.94%)
VolumeN/A
Net Assets5.33B
ATHIX vs PEMGX Comparison Chart
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ATHIX vs. PEMGX commentary
Apr 11, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.5B vs. ATHIX (5.33B). ATHIX (0.00) and PEMGX (0.00) have matching dividends . ATHIX was incepted earlier than PEMGX: ATHIX (28 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than ATHIX (0.80). ATHIX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). 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 : 4.45 vs. ATHIX (-10.17). PEMGX return over 5 years is better than : 63.85 vs. ATHIX (25.65).
| ATHIX | PEMGX | ATHIX / PEMGX | |
| Total Expense Ratio | 0.80 | 0.95 | 84% |
| Annual Report Gross Expense Ratio | 0.80 | 0.95 | 84% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | -9.942 | -3.543 | 281% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 28.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.17 | 4.45 | -229% |
| Returns for 3 years | 4.45 | 17.66 | 25% |
| Returns for 5 years | 25.65 | 63.85 | 40% |
| Returns for 10 years | -7.72 | 77.39 | -10% |
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