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ATHYX vs PEMGX
ATHYX vs PEMGX Comparison
Open Charts ATHYX vs PEMGX
American Century Heritage Y
Price$31.65
Change+$0.28 (+0.89%)
VolumeN/A
Net Assets6.33B
ATHYX vs PEMGX Comparison Chart in %
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ATHYX vs. PEMGX commentary
Aug 29, 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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. ATHYX (6.33B). 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). ATHYX annual gain was more profitable for investors over the last year : 10.19 vs. PEMGX (8.08). PEMGX return over 5 years is better than : 43.09 vs. ATHYX (16.57).
| 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 | 11.202 | 7.297 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 32.9B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.19 | 8.08 | 126% |
| Returns for 3 years | 41.18 | 42.20 | 98% |
| Returns for 5 years | 16.57 | 43.09 | 38% |
| Returns for 10 years | N/A | 109.20 | - |
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