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ATHYX vs PEMGX
ATHYX vs PEMGX Comparison
Open Charts ATHYX vs PEMGX
American Century Heritage Y
Price$28.00
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets5.87B
ATHYX vs PEMGX Comparison Chart
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ATHYX vs. PEMGX commentary
May 11, 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: 30.4B vs. ATHYX (5.87B). 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 : 8.66 vs. ATHYX (1.41). PEMGX return over 5 years is better than : 64.87 vs. ATHYX (25.81).
| 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 | -0.638 | 1.854 | -34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 30.4B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.41 | 8.66 | 16% |
| Returns for 3 years | 39.18 | 41.31 | 95% |
| Returns for 5 years | 25.81 | 64.87 | 40% |
| Returns for 10 years | N/A | 90.10 | - |
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