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ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
American Century Heritage R
Price$19.60
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets6B
ATHWX vs PEMGX Comparison Chart
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ATHWX vs. PEMGX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.5B vs. ATHWX (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 (0.91). 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 : 7.80 vs. ATHWX (-3.27). PEMGX return over 5 years is better than : 61.76 vs. ATHWX (6.25).
| 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 | 1.929 | 1.830 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6B | 30.5B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.27 | 7.80 | -42% |
| Returns for 3 years | 30.68 | 40.50 | 76% |
| Returns for 5 years | 6.25 | 61.76 | 10% |
| Returns for 10 years | -20.37 | 86.79 | -23% |
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