ATHAX
Price
$20.10
Change
-$0.70 (-3.37%)
Updated
Feb 21 closing price
Net Assets
6.04B
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
Ad is loading...

ATHAX vs PMBPX

Header iconATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPXBanner chart's image
American Century Heritage A
Price$20.10
Change-$0.70 (-3.37%)
VolumeN/A
Net Assets6.04B
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
ATHAX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ATHAX vs. PMBPX commentary
Feb 23, 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 Hold and PMBPX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. ATHAX (6.04B). ATHAX (0.00) and PMBPX (0.00) have matching dividends . ATHAX was incepted earlier than PMBPX: ATHAX (28 years) vs PMBPX (24 years). ATHAX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.10). 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 : 12.43 vs. ATHAX (0.90). PMBPX return over 5 years is better than : 35.10 vs. ATHAX (2.39).
ATHAXPMBPXATHAX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years24 years-
Gain YTD2.7081.864145%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.04B29.6B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.9012.437%
Returns for 3 years12.4827.8545%
Returns for 5 years2.3935.107%
Returns for 10 years-15.9092.30-17%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
GPUS3.10-0.05
-1.59%
Hyperscale Data Inc
BIO280.08-5.55
-1.94%
Bio-Rad Laboratories IncClass A
STEP58.59-2.14
-3.52%
StepStone Group
TRX0.31-0.01
-4.56%
TRX Gold Corp
BALY16.25-1.08
-6.23%
Bally's Corporation