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ATHAX vs PMBPX
ATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPX
American Century Heritage A
Price$21.56
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.44B
ATHAX vs PMBPX Comparison Chart in %
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ATHAX vs. PMBPX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. ATHAX (6.44B). 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 : 14.25 vs. ATHAX (12.89). PMBPX return over 5 years is better than : 46.40 vs. ATHAX (2.41).
| 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 | 10.526 | 5.936 | 177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 32.4B | 20% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 12.89 | 14.25 | 90% |
| Returns for 3 years | 26.57 | 35.98 | 74% |
| Returns for 5 years | 2.41 | 46.40 | 5% |
| Returns for 10 years | -11.64 | 97.60 | -12% |
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