ATHYX
Price
$24.75
Change
+$0.33 (+1.35%)
Updated
Apr 11 closing price
Net Assets
5.19B
PEMGX
Price
$40.68
Change
+$0.70 (+1.75%)
Updated
Apr 11 closing price
Net Assets
28.23B
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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$24.75
Change+$0.33 (+1.35%)
VolumeN/A
Net Assets5.19B
Principal MidCap A
Price$40.68
Change+$0.70 (+1.75%)
VolumeN/A
Net Assets28.23B
ATHYX vs PEMGX Comparison Chart
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ATHYX vs. PEMGX commentary
Apr 15, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.2B vs. ATHYX (5.19B). 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 : 3.25 vs. ATHYX (-12.70). PEMGX return over 5 years is better than : 62.14 vs. ATHYX (24.25).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9568%
Annual Report Gross Expense Ratio0.650.9568%
Fund Existence8 years20 years-
Gain YTD-12.265-4.552269%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.19B28.2B18%
Annual Yield % from dividends0.000.00-
Returns for 1 year-12.703.25-391%
Returns for 3 years3.0817.7117%
Returns for 5 years24.2562.1439%
Returns for 10 yearsN/A75.61-
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