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ATHIX vs PMBPX
ATHIX vs PMBPX Comparison
Open Charts ATHIX vs PMBPX
American Century Heritage I
Price$27.13
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets5.87B
ATHIX vs PMBPX Comparison Chart
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ATHIX vs. PMBPX commentary
May 10, 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: 30.4B vs. ATHIX (5.87B). PMBPX pays higher dividends than ATHIX: PMBPX (0.01) vs ATHIX (0.00). ATHIX was incepted earlier than PMBPX: ATHIX (28 years) vs PMBPX (24 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 : 8.81 vs. ATHIX (-0.22). PMBPX return over 5 years is better than : 66.07 vs. ATHIX (21.80).
| 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 | 24 years | - |
| Gain YTD | -2.376 | 1.864 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 30.4B | 19% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -0.22 | 8.81 | -3% |
| Returns for 3 years | 37.96 | 41.90 | 91% |
| Returns for 5 years | 21.80 | 66.07 | 33% |
| Returns for 10 years | 1.37 | 93.30 | 1% |
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