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ATHAX vs PMBPX
ATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPX
American Century Heritage A
Price$21.23
Change+$0.38 (+1.82%)
VolumeN/A
Net Assets6.23B
ATHAX vs PMBPX Comparison Chart in %
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ATHAX vs. PMBPX commentary
Jun 26, 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 StrongBuy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31B vs. ATHAX (6.23B). 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 : 10.82 vs. ATHAX (1.61). PMBPX return over 5 years is better than : 57.01 vs. ATHAX (8.59).
| ATHAX | PMBPX | ATHAX / PMBPX | |
| Total Expense Ratio | 1.25 | 0.83 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.83 | 151% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 6.541 | 3.751 | 174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 31B | 20% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 1.61 | 10.82 | 15% |
| Returns for 3 years | 37.53 | 45.70 | 82% |
| Returns for 5 years | 8.59 | 57.01 | 15% |
| Returns for 10 years | -14.58 | 94.77 | -15% |
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