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ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
American Century Heritage R
Price$16.90
Change-$1.20 (-6.63%)
VolumeN/A
Net Assets5.6B
ATHWX vs PEMGX Comparison Chart
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ATHWX vs. PEMGX commentary
Apr 04, 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 ATHWX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. ATHWX (5.6B). ATHWX (0.00) and PEMGX (0.00) have matching dividends . ATHWX was incepted earlier than PEMGX: ATHWX (18 years) vs PEMGX (20 years). ATHWX (1.50) is less costly to investors than PEMGX (0.95). ATHWX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than ATHWX: PEMGX (1000) vs ATHWX (2500). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. ATHWX (-10.93). PEMGX return over 5 years is better than : 101.64 vs. ATHWX (31.83).
| ATHWX | PEMGX | ATHWX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.95 | 158% |
| Annual Report Gross Expense Ratio | 1.50 | 0.95 | 158% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | -5.631 | 1.009 | -558% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.6B | 29.8B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.93 | 7.33 | -149% |
| Returns for 3 years | -3.88 | 19.09 | -20% |
| Returns for 5 years | 31.83 | 101.64 | 31% |
| Returns for 10 years | -25.91 | 86.08 | -30% |
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