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ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
ATHWX vs PEMGX Comparison Chart in %
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ATHWX vs. PEMGX commentary
Jul 14, 2026
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: 23.7B vs. ATHWX (5.59B). ATHWX (0.00) and PEMGX (0.00) have matching dividends . ATHWX was incepted earlier than PEMGX: ATHWX (19 years) vs PEMGX (21 years). ATHWX (1.50) is less costly to investors than PEMGX (0.90). ATHWX is a more actively managed with annual turnover of: 62.00 vs. PEMGX (13.70). 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 : -13.38 vs. ATHWX (-18.56). PEMGX return over 5 years is better than : -2.33 vs. ATHWX (-30.12).
| ATHWX | PEMGX | ATHWX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.50 | 0.90 | 167% |
| Fund Existence | 19 years | 21 years | - |
| Gain YTD | 7.351 | -4.297 | -171% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 23.7B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.56 | -13.38 | 139% |
| Returns for 3 years | -5.78 | 11.31 | -51% |
| Returns for 5 years | -30.12 | -2.33 | 1,292% |
| Returns for 10 years | -18.99 | 77.19 | -25% |
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