ATHYX
Price
$29.74
Change
-$0.35 (-1.16%)
Updated
Jun 13 closing price
Net Assets
6.15B
PEMGX
Price
$43.43
Change
-$0.67 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$29.74
Change-$0.35 (-1.16%)
VolumeN/A
Net Assets6.15B
Principal MidCap A
Price$43.43
Change-$0.67 (-1.52%)
VolumeN/A
Net Assets30.56B
ATHYX vs PEMGX Comparison Chart
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ATHYX vs. PEMGX commentary
Jun 15, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. ATHYX (6.15B). ATHYX (0.00) and PEMGX (0.00) have matching dividends . ATHYX was incepted earlier than PEMGX: ATHYX (8 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). PEMGX annual gain was more profitable for investors over the last year : 10.68 vs. ATHYX (7.56). PEMGX return over 5 years is better than : 53.19 vs. ATHYX (28.02).
ATHYXPEMGXATHYX / PEMGX
Total Expense Ratio0.650.9171%
Annual Report Gross Expense Ratio0.650.9171%
Fund Existence8 years20 years-
Gain YTD5.4241.901285%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B30.6B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.5610.6871%
Returns for 3 years54.4148.89111%
Returns for 5 years28.0253.1953%
Returns for 10 yearsN/A89.52-
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