ATHDX
Price
$30.37
Change
-$0.75 (-2.41%)
Updated
Nov 13 closing price
Net Assets
5.92B
PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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ATHDX vs PEMGX

Header iconATHDX vs PEMGX Comparison
Open Charts ATHDX vs PEMGXBanner chart's image
American Century Heritage R6
Price$30.37
Change-$0.75 (-2.41%)
VolumeN/A
Net Assets5.92B
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
ATHDX vs PEMGX Comparison Chart in %
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ATHDX vs. PEMGX commentary
Nov 14, 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 ATHDX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. ATHDX (5.92B). ATHDX (0.00) and PEMGX (0.00) have matching dividends . ATHDX was incepted earlier than PEMGX: ATHDX (12 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHDX (0.65). ATHDX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). ATHDX has a lower initial minimum investment than PEMGX: ATHDX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -5.01 vs. ATHDX (-6.81). PEMGX return over 5 years is better than : 30.49 vs. ATHDX (3.37).
ATHDXPEMGXATHDX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence12 years20 years-
Gain YTD7.6572.816272%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.92B32B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.81-5.01136%
Returns for 3 years39.3834.17115%
Returns for 5 years3.3730.4911%
Returns for 10 years21.67103.5221%
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