ATHYX
Price
$30.69
Change
+$0.25 (+0.82%)
Updated
Jun 26 closing price
Net Assets
6.28B
PEMGX
Price
$44.47
Change
+$0.39 (+0.88%)
Updated
Jun 26 closing price
Net Assets
30.94B
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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$30.69
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets6.28B
Principal MidCap A
Price$44.47
Change+$0.39 (+0.88%)
VolumeN/A
Net Assets30.94B
ATHYX vs PEMGX Comparison Chart in %
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ATHYX vs. PEMGX commentary
Jun 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. ATHYX (6.28B). 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 : 11.68 vs. ATHYX (8.60). PEMGX return over 5 years is better than : 58.56 vs. ATHYX (28.66).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence8 years20 years-
Gain YTD7.9053.426231%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.28B30.9B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.6011.6874%
Returns for 3 years49.4445.14110%
Returns for 5 years28.6658.5649%
Returns for 10 yearsN/A95.85-
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