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ATHWX vs PEMGX
ATHWX vs PEMGX Comparison
Open Charts ATHWX vs PEMGX
American Century Heritage R
Price$21.44
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets6.53B
ATHWX vs PEMGX Comparison Chart in %
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ATHWX vs. PEMGX commentary
Jul 27, 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 ATHWX is a Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. ATHWX (6.53B). ATHWX (0.00) and PEMGX (0.00) have matching dividends . ATHWX was incepted earlier than PEMGX: ATHWX (18 years) vs PEMGX (20 years). ATHWX (1.50) is less costly to investors than PEMGX (0.91). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than ATHWX: PEMGX (1000) vs ATHWX (2500). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. ATHWX (8.34). PEMGX return over 5 years is better than : 55.06 vs. ATHWX (5.36).
| ATHWX | PEMGX | ATHWX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.91 | 165% |
| Annual Report Gross Expense Ratio | 1.50 | 0.91 | 165% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 11.783 | 8.564 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 33.2B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.34 | 13.43 | 62% |
| Returns for 3 years | 42.08 | 48.78 | 86% |
| Returns for 5 years | 5.36 | 55.06 | 10% |
| Returns for 10 years | -11.84 | 103.87 | -11% |
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