ATHYX
Price
$29.76
Change
-$0.04 (-0.13%)
Updated
Nov 18 closing price
Net Assets
5.81B
PEMGX
Price
$42.33
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
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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$29.76
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.81B
Principal MidCap A
Price$42.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
ATHYX vs PEMGX Comparison Chart in %
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ATHYX vs. PEMGX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. ATHYX (5.81B). 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). PEMGX (-6.54) and ATHYX (-6.76) have marching annual gain over last year. PEMGX return over 5 years is better than : 24.68 vs. ATHYX (-0.80).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence9 years20 years-
Gain YTD5.636-0.680-828%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.81B30.9B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.76-6.54103%
Returns for 3 years37.6432.28117%
Returns for 5 years-0.8024.68-3%
Returns for 10 yearsN/A89.67-
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