ATHIX
Price
$30.11
Change
-$0.02 (-0.07%)
Updated
Oct 17 closing price
Net Assets
6.1B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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ATHIX vs PMBJX

Header iconATHIX vs PMBJX Comparison
Open Charts ATHIX vs PMBJXBanner chart's image
American Century Heritage I
Price$30.11
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets6.1B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
ATHIX vs PMBJX Comparison Chart in %
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ATHIX vs. PMBJX commentary
Oct 19, 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 Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. ATHIX (6.1B). 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). ATHIX annual gain was more profitable for investors over the last year : 0.84 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. ATHIX (5.50).
ATHIXPMBJXATHIX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.800.78103%
Fund Existence28 years25 years-
Gain YTD10.0512.303436%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.1B31.9B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.84-3.03-28%
Returns for 3 years50.4748.67104%
Returns for 5 years5.5034.9816%
Returns for 10 years18.8798.6119%
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