ATHIX
Price
$30.70
Change
+$0.30 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.53B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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ATHIX vs PEMGX

Header iconATHIX vs PEMGX Comparison
Open Charts ATHIX vs PEMGXBanner chart's image
American Century Heritage I
Price$30.70
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.53B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
ATHIX vs PEMGX Comparison Chart in %
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ATHIX vs. PEMGX commentary
Jul 28, 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 ATHIX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. ATHIX (6.53B). ATHIX (0.00) and PEMGX (0.00) have matching dividends . ATHIX was incepted earlier than PEMGX: ATHIX (28 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHIX (0.80). ATHIX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than ATHIX: PEMGX (1000) vs ATHIX (5000000). ATHIX annual gain was more profitable for investors over the last year : 14.42 vs. PEMGX (13.43). PEMGX return over 5 years is better than : 55.06 vs. ATHIX (22.31).
ATHIXPEMGXATHIX / PEMGX
Total Expense Ratio0.800.9188%
Annual Report Gross Expense Ratio0.800.9188%
Fund Existence28 years20 years-
Gain YTD12.2088.564143%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.4213.43107%
Returns for 3 years52.5148.78108%
Returns for 5 years22.3155.0641%
Returns for 10 years15.89103.8715%
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