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ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
American Century Heritage R
Price$20.86
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets6.34B
ATHWX vs PEMGX Comparison Chart in %
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ATHWX vs. PEMGX commentary
Aug 18, 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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.5B vs. ATHWX (6.34B). 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 (0.91). ATHWX is a more actively managed with annual turnover of: 66.00 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 : 8.97 vs. ATHWX (2.61). PEMGX return over 5 years is better than : 44.09 vs. ATHWX (-0.14).
| ATHWX | PEMGX | ATHWX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.91 | 165% |
| Annual Report Gross Expense Ratio | 1.50 | 0.91 | 165% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 8.759 | 5.748 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 32.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.61 | 8.97 | 29% |
| Returns for 3 years | 19.75 | 30.18 | 65% |
| Returns for 5 years | -0.14 | 44.09 | -0% |
| Returns for 10 years | -15.44 | 93.40 | -17% |
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