ATHYX
Price
$31.67
Change
+$0.44 (+1.41%)
Updated
Oct 8 closing price
Net Assets
6.13B
PEMGX
Price
$44.62
Change
+$0.03 (+0.07%)
Updated
Oct 8 closing price
Net Assets
32.87B
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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$31.67
Change+$0.44 (+1.41%)
VolumeN/A
Net Assets6.13B
Principal MidCap A
Price$44.62
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.87B
ATHYX vs PEMGX Comparison Chart in %
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ATHYX vs. PEMGX commentary
Oct 09, 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 StrongBuy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. ATHYX (6.13B). ATHYX (0.00) and PEMGX (0.00) have matching dividends . ATHYX was incepted earlier than PEMGX: ATHYX (9 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 : 4.34 vs. PEMGX (2.44). PEMGX return over 5 years is better than : 37.88 vs. ATHYX (8.36).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence9 years20 years-
Gain YTD10.7054.622232%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.13B32.9B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.342.44178%
Returns for 3 years53.0953.02100%
Returns for 5 years8.3637.8822%
Returns for 10 yearsN/A104.45-
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