ATHIX
Price
$30.70
Change
+$0.30 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.47B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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ATHIX vs PMBPX

Header iconATHIX vs PMBPX Comparison
Open Charts ATHIX vs PMBPXBanner chart's image
American Century Heritage I
Price$30.70
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.47B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
ATHIX vs PMBPX Comparison Chart in %
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ATHIX vs. PMBPX commentary
Jul 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 ATHIX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. ATHIX (6.47B). PMBPX pays higher dividends than ATHIX: PMBPX (0.01) vs ATHIX (0.00). ATHIX was incepted earlier than PMBPX: ATHIX (28 years) vs PMBPX (25 years). PMBPX (0.83) and ATHIX (0.80) have similar cost to investors . ATHIX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHIX: PMBPX (0) vs ATHIX (5000000). ATHIX (13.31) and PMBPX (12.81) have marching annual gain over last year. PMBPX return over 5 years is better than : 55.16 vs. ATHIX (21.12).
ATHIXPMBPXATHIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence28 years25 years-
Gain YTD11.1117.846142%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.47B33B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.3112.81104%
Returns for 3 years51.0248.33106%
Returns for 5 years21.1255.1638%
Returns for 10 years14.76105.8214%
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