Interact to see
Advertisement
Advertisement
ATHIX vs PMBPX
ATHIX vs PMBPX Comparison
Open Charts ATHIX vs PMBPX
American Century Heritage I
Price$30.60
Change-$0.32 (-1.03%)
VolumeN/A
Net Assets6.44B
ATHIX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHIX vs. PMBPX commentary
Sep 16, 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.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. ATHIX (6.44B). 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 annual gain was more profitable for investors over the last year : 10.55 vs. PMBPX (8.59). PMBPX return over 5 years is better than : 50.64 vs. ATHIX (21.77).
| ATHIX | PMBPX | ATHIX / PMBPX | |
| Total Expense Ratio | 0.80 | 0.83 | 96% |
| Annual Report Gross Expense Ratio | 0.80 | 0.83 | 96% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 11.842 | 7.478 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 33.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 10.55 | 8.59 | 123% |
| Returns for 3 years | 42.33 | 45.30 | 93% |
| Returns for 5 years | 21.77 | 50.64 | 43% |
| Returns for 10 years | 19.95 | 113.79 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers