ATHYX
Price
$29.98
Change
-$0.09 (-0.30%)
Updated
Jun 5 closing price
Net Assets
6.23B
PEMGX
Price
$43.86
Change
+$0.02 (+0.05%)
Updated
Jun 5 closing price
Net Assets
30.91B
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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$29.98
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets6.23B
Principal MidCap A
Price$43.86
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets30.91B
ATHYX vs PEMGX Comparison Chart
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ATHYX vs. PEMGX commentary
Jun 06, 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: 30.9B vs. ATHYX (6.23B). 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 : 10.34 vs. ATHYX (8.60). PEMGX return over 5 years is better than : 44.97 vs. ATHYX (23.24).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence8 years20 years-
Gain YTD6.5932.863230%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.23B30.9B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.6010.3483%
Returns for 3 years39.9334.73115%
Returns for 5 years23.2444.9752%
Returns for 10 yearsN/A92.31-
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