ATHGX
Price
$29.42
Change
-$0.73 (-2.42%)
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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ATHGX vs PEMGX

Header iconATHGX vs PEMGX Comparison
Open Charts ATHGX vs PEMGXBanner chart's image
American Century Heritage R5
Price$29.42
Change-$0.73 (-2.42%)
VolumeN/A
Net Assets5.92B
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
ATHGX vs PEMGX Comparison Chart in %
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ATHGX 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 ATHGX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. ATHGX (5.92B). 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 (-4.95) and PEMGX (-5.01) have marching annual gain over last year. PEMGX return over 5 years is better than : 30.49 vs. ATHGX (4.33).
ATHGXPEMGXATHGX / PEMGX
Total Expense Ratio0.800.9188%
Annual Report Gross Expense Ratio0.800.9188%
Fund Existence9 years20 years-
Gain YTD10.1572.816361%
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-4.95-5.0199%
Returns for 3 years39.9734.17117%
Returns for 5 years4.3330.4914%
Returns for 10 yearsN/A103.52-
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