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ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
American Century Heritage R
Price$21.17
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets6.16B
ATHWX vs PEMGX Comparison Chart in %
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ATHWX vs. PEMGX commentary
Oct 06, 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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. ATHWX (6.16B). 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 : 3.71 vs. ATHWX (-0.33). PEMGX return over 5 years is better than : 44.37 vs. ATHWX (-2.22).
| 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 | 10.375 | 5.655 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 33.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.33 | 3.71 | -9% |
| Returns for 3 years | 35.79 | 47.93 | 75% |
| Returns for 5 years | -2.22 | 44.37 | -5% |
| Returns for 10 years | -6.53 | 110.90 | -6% |
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