ATHWX
Price
$16.18
Change
-$0.05 (-0.31%)
Updated
Jul 31 closing price
Net Assets
5.31B
PEMGX
Price
$38.86
Change
-$0.30 (-0.77%)
Updated
Jul 31 closing price
Net Assets
23.1B
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ATHWX vs PEMGX

ATHWX vs PEMGX Comparison Chart in %
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ATHWX vs. PEMGX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.1B vs. ATHWX (5.31B). 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 : -14.48 vs. ATHWX (-23.97). PEMGX return over 5 years is better than : -5.82 vs. ATHWX (-35.72).
ATHWXPEMGXATHWX / PEMGX
Total Expense Ratio1.500.90167%
Annual Report Gross Expense Ratio1.500.90167%
Fund Existence19 years21 years-
Gain YTD2.535-4.591-55%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.31B23.1B23%
Annual Yield % from dividends0.000.00-
Returns for 1 year-23.97-14.48166%
Returns for 3 years-10.5111.28-93%
Returns for 5 years-35.72-5.82614%
Returns for 10 years-22.2976.25-29%
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