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ATHIX vs PMBJX
ATHIX vs PMBJX Comparison
Open Charts ATHIX vs PMBJX
American Century Heritage I
Price$28.97
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets5.8B
ATHIX vs PMBJX Comparison Chart in %
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ATHIX vs. PMBJX commentary
Nov 20, 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 ATHIX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. ATHIX (5.8B). PMBJX pays higher dividends than ATHIX: PMBJX (0.06) vs ATHIX (0.00). ATHIX was incepted earlier than PMBJX: ATHIX (28 years) vs PMBJX (25 years). ATHIX (0.80) and PMBJX (0.78) have similar cost to investors . ATHIX is a more actively managed with annual turnover of: 66.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than ATHIX: PMBJX (1000) vs ATHIX (5000000). PMBJX annual gain was more profitable for investors over the last year : -6.46 vs. ATHIX (-8.68). PMBJX return over 5 years is better than : 25.52 vs. ATHIX (-2.67).
| ATHIX | PMBJX | ATHIX / PMBJX | |
| Total Expense Ratio | 0.80 | 0.78 | 103% |
| Annual Report Gross Expense Ratio | 0.80 | 0.78 | 103% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 5.336 | -0.564 | -947% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 30.8B | 19% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -8.68 | -6.46 | 134% |
| Returns for 3 years | 36.33 | 32.39 | 112% |
| Returns for 5 years | -2.67 | 25.52 | -10% |
| Returns for 10 years | 13.38 | 89.12 | 15% |
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