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ATHYX vs RPTIX
ATHYX vs RPTIX Comparison
Open Charts ATHYX vs RPTIX
American Century Heritage Y
Price$25.70
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets5.36B
T. Rowe Price Mid-Cap Growth I
Price$92.65
Change-$0.76 (-0.81%)
VolumeN/A
Net Assets27.47B
ATHYX vs RPTIX Comparison Chart
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ATHYX vs. RPTIX commentary
Mar 12, 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 RPTIX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 27.5B vs. ATHYX (5.36B). RPTIX pays higher dividends than ATHYX: RPTIX (0.05) vs ATHYX (0.00). ATHYX was incepted earlier than RPTIX: ATHYX (8 years) vs RPTIX (10 years). ATHYX (0.65) and RPTIX (0.63) have similar cost to investors . ATHYX is a more actively managed with annual turnover of: 51.00 vs. RPTIX (22.60). ATHYX has a lower initial minimum investment than RPTIX: ATHYX (0) vs RPTIX (500000). ATHYX annual gain was more profitable for investors over the last year : -8.62 vs. RPTIX (-13.34). ATHYX return over 5 years is better than : 44.70 vs. RPTIX (29.01).
| ATHYX | RPTIX | ATHYX / RPTIX | |
| Total Expense Ratio | 0.65 | 0.63 | 103% |
| Annual Report Gross Expense Ratio | 0.65 | 0.63 | 103% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -9.465 | -7.387 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 27.5B | 20% |
| Annual Yield % from dividends | 0.00 | 0.05 | - |
| Returns for 1 year | -8.62 | -13.34 | 65% |
| Returns for 3 years | 12.21 | -3.65 | -335% |
| Returns for 5 years | 44.70 | 29.01 | 154% |
| Returns for 10 years | N/A | N/A | - |
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