ATHYX
Price
$25.70
Change
+$0.16 (+0.63%)
Updated
Mar 11 closing price
Net Assets
5.36B
PEMGX
Price
$41.16
Change
-$0.42 (-1.01%)
Updated
Mar 11 closing price
Net Assets
28.4B
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ATHYX vs PEMGX

Header iconATHYX vs PEMGX Comparison
Open Charts ATHYX vs PEMGXBanner chart's image
American Century Heritage Y
Price$25.70
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets5.36B
Principal MidCap A
Price$41.16
Change-$0.42 (-1.01%)
VolumeN/A
Net Assets28.4B
ATHYX vs PEMGX Comparison Chart
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ATHYX vs. PEMGX commentary
Mar 12, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.4B vs. ATHYX (5.36B). ATHYX (0.00) and PEMGX (0.00) have matching dividends . ATHYX was incepted earlier than PEMGX: ATHYX (8 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than ATHYX (0.65). ATHYX is a more actively managed with annual turnover of: 51.00 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 : 5.24 vs. ATHYX (-8.62). PEMGX return over 5 years is better than : 77.09 vs. ATHYX (44.70).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9568%
Annual Report Gross Expense Ratio0.650.9568%
Fund Existence8 years20 years-
Gain YTD-9.465-2.440388%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.36B28.4B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-8.625.24-165%
Returns for 3 years12.2125.2048%
Returns for 5 years44.7077.0958%
Returns for 10 yearsN/A84.17-
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