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ATHAX vs PMBPX
ATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPX
American Century Heritage A
Price$18.14
Change+$0.50 (+2.83%)
VolumeN/A
Net Assets5.34B
ATHAX vs PMBPX Comparison Chart
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ATHAX vs. PMBPX commentary
Apr 25, 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 ATHAX is a Buy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. ATHAX (5.34B). PMBPX pays higher dividends than ATHAX: PMBPX (0.01) vs ATHAX (0.00). ATHAX was incepted earlier than PMBPX: ATHAX (28 years) vs PMBPX (24 years). ATHAX (1.25) is less costly to investors than PMBPX (0.84). ATHAX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHAX: PMBPX (0) vs ATHAX (2500). PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. ATHAX (-11.58). PMBPX return over 5 years is better than : 68.04 vs. ATHAX (7.30).
| ATHAX | PMBPX | ATHAX / PMBPX | |
| Total Expense Ratio | 1.25 | 0.84 | 149% |
| Annual Report Gross Expense Ratio | 1.25 | 0.84 | 149% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -9.862 | -3.037 | 325% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 28.9B | 18% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -11.58 | 6.75 | -172% |
| Returns for 3 years | 2.02 | 21.73 | 9% |
| Returns for 5 years | 7.30 | 68.04 | 11% |
| Returns for 10 years | -27.47 | 82.65 | -33% |
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