ATHYX
Price
$31.09
Change
-$0.01 (-0.03%)
Updated
Oct 17 closing price
Net Assets
6.1B
PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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ATHYX vs PEMGX

Header iconATHYX vs PEMGX Comparison
Open Charts ATHYX vs PEMGXBanner chart's image
American Century Heritage Y
Price$31.09
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.1B
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
ATHYX vs PEMGX Comparison Chart in %
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ATHYX 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 ATHYX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. ATHYX (6.1B). ATHYX (0.00) and PEMGX (0.00) have matching dividends . ATHYX was incepted earlier than PEMGX: ATHYX (9 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than ATHYX (0.65). ATHYX is a more actively managed with annual turnover of: 66.00 vs. PEMGX (10.50). ATHYX has a lower initial minimum investment than PEMGX: ATHYX (0) vs PEMGX (1000). ATHYX annual gain was more profitable for investors over the last year : 1.37 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. ATHYX (7.17).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence9 years20 years-
Gain YTD10.2092.206463%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.1B31.8B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.37-3.03-45%
Returns for 3 years51.6648.57106%
Returns for 5 years7.1735.0320%
Returns for 10 yearsN/A99.18-
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