Interact to see
Advertisement
Advertisement
ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
American Century Heritage R
Price$21.19
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.45B
ATHWX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHWX vs. PEMGX commentary
Jul 07, 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: 32.3B vs. ATHWX (6.45B). 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 : 15.24 vs. ATHWX (4.64). PEMGX return over 5 years is better than : 58.39 vs. ATHWX (8.28).
| 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 | 10.480 | 6.992 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 32.3B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.64 | 15.24 | 30% |
| Returns for 3 years | 46.64 | 51.70 | 90% |
| Returns for 5 years | 8.28 | 58.39 | 14% |
| Returns for 10 years | -12.69 | 101.09 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers