ATHIX
Price
$30.33
Change
+$0.38 (+1.27%)
Updated
Jul 3 closing price
Net Assets
6.45B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$30.33
Change+$0.38 (+1.27%)
VolumeN/A
Net Assets6.45B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
ATHIX vs PMBPX Comparison Chart in %
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ATHIX vs. PMBPX commentary
Jul 06, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. ATHIX (6.45B). 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). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. ATHIX (10.49). PMBPX return over 5 years is better than : 59.60 vs. ATHIX (25.69).
ATHIXPMBPXATHIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence28 years25 years-
Gain YTD10.8557.041154%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B32.3B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year10.4915.4168%
Returns for 3 years57.3952.39110%
Returns for 5 years25.6959.6043%
Returns for 10 years14.80104.4614%
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