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ATHIX vs PMBPX
ATHIX vs PMBPX Comparison
Open Charts ATHIX vs PMBPX
American Century Heritage I
Price$29.29
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets6.21B
ATHIX vs PMBPX Comparison Chart
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ATHIX vs. PMBPX commentary
Jun 07, 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: 30.9B vs. ATHIX (6.21B). 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 : 11.61 vs. ATHIX (8.23). PMBPX return over 5 years is better than : 46.09 vs. ATHIX (20.94).
| 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 | 6.177 | 2.922 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.21B | 30.9B | 20% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 8.23 | 11.61 | 71% |
| Returns for 3 years | 36.19 | 34.38 | 105% |
| Returns for 5 years | 20.94 | 46.09 | 45% |
| Returns for 10 years | 10.29 | 95.57 | 11% |
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