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ATHGX vs PEMGX
ATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGX
American Century Heritage R5
Price$30.12
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets6.1B
ATHGX vs PEMGX Comparison Chart in %
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ATHGX vs. PEMGX commentary
Oct 19, 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 ATHGX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. ATHGX (6.1B). ATHGX (0.00) and PEMGX (0.00) have matching dividends . ATHGX was incepted earlier than PEMGX: ATHGX (9 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHGX (0.80). ATHGX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). ATHGX has a lower initial minimum investment than PEMGX: ATHGX (0) vs PEMGX (1000). ATHGX annual gain was more profitable for investors over the last year : 0.87 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. ATHGX (5.54).
| ATHGX | PEMGX | ATHGX / PEMGX | |
| Total Expense Ratio | 0.80 | 0.91 | 88% |
| Annual Report Gross Expense Ratio | 0.80 | 0.91 | 88% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 10.047 | 2.206 | 456% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 31.9B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.87 | -3.03 | -29% |
| Returns for 3 years | 50.45 | 48.57 | 104% |
| Returns for 5 years | 5.54 | 35.03 | 16% |
| Returns for 10 years | N/A | 99.18 | - |
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