Interact to see
Advertisement
Advertisement
ATHYX vs PEMGX
ATHYX vs PEMGX Comparison
Open Charts ATHYX vs PEMGX
American Century Heritage Y
Price$30.86
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets6.34B
ATHYX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHYX vs. PEMGX commentary
Jul 18, 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 ATHYX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. ATHYX (6.34B). ATHYX (0.00) and PEMGX (0.00) have matching dividends . ATHYX was incepted earlier than PEMGX: ATHYX (8 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHYX (0.65). ATHYX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). ATHYX has a lower initial minimum investment than PEMGX: ATHYX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 7.49 vs. ATHYX (5.75). PEMGX return over 5 years is better than : 49.97 vs. ATHYX (20.42).
| ATHYX | PEMGX | ATHYX / PEMGX | |
| Total Expense Ratio | 0.65 | 0.91 | 71% |
| Annual Report Gross Expense Ratio | 0.65 | 0.91 | 71% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 8.933 | 4.716 | 189% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 31.8B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.75 | 7.49 | 77% |
| Returns for 3 years | 53.50 | 47.88 | 112% |
| Returns for 5 years | 20.42 | 49.97 | 41% |
| Returns for 10 years | N/A | 93.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RWIHX | 71.22 | 0.20 | +0.28% |
| American Funds Capital World Gr&Inc R5E | |||
| HIOCX | 18.03 | N/A | N/A |
| Hartford International Opportunities C | |||
| SWFCX | 16.24 | N/A | N/A |
| Touchstone International Value C | |||
| NRIQX | 14.69 | N/A | N/A |
| Neuberger Berman International Eq R6 | |||
| FTVSX | 34.50 | N/A | N/A |
| FullerThaler Behav Md-Cp Val Instl | |||