ATHAX
Price
$20.50
Change
+$0.12 (+0.59%)
Updated
Jun 2 closing price
Net Assets
6.12B
PMBPX
Price
$44.57
Change
-$0.10 (-0.22%)
Updated
Jun 2 closing price
Net Assets
30.87B
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ATHAX vs PMBPX

Header iconATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPXBanner chart's image
American Century Heritage A
Price$20.50
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets6.12B
Principal MidCap R5
Price$44.57
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets30.87B
ATHAX vs PMBPX Comparison Chart
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ATHAX vs. PMBPX commentary
Jun 03, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. ATHAX (6.12B). PMBPX pays higher dividends than ATHAX: PMBPX (0.01) vs ATHAX (0.00). ATHAX was incepted earlier than PMBPX: ATHAX (28 years) vs PMBPX (25 years). ATHAX (1.25) is less costly to investors than PMBPX (0.83). ATHAX is a more actively managed with annual turnover of: 66.00 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 : 11.21 vs. ATHAX (1.80). PMBPX return over 5 years is better than : 48.32 vs. ATHAX (4.25).
ATHAXPMBPXATHAX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.250.83151%
Fund Existence28 years25 years-
Gain YTD4.1392.784149%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.12B30.9B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.8011.2116%
Returns for 3 years28.3435.8779%
Returns for 5 years4.2548.329%
Returns for 10 years-15.9993.95-17%
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