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ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
American Century Heritage R
Price$20.10
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets6.23B
ATHWX vs PEMGX Comparison Chart
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ATHWX vs. PEMGX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. ATHWX (6.23B). ATHWX (0.00) and PEMGX (0.00) have matching dividends . ATHWX was incepted earlier than PEMGX: ATHWX (17 years) vs PEMGX (20 years). ATHWX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.10). 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 : 19.41 vs. ATHWX (10.99). PEMGX return over 5 years is better than : 38.39 vs. ATHWX (4.74).
| ATHWX | PEMGX | ATHWX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 4.797 | 2.182 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 29.3B | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.99 | 19.41 | 57% |
| Returns for 3 years | 7.37 | 18.89 | 39% |
| Returns for 5 years | 4.74 | 38.39 | 12% |
| Returns for 10 years | -9.34 | 106.57 | -9% |