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ATHWX vs PMBPX
ATHWX vs PMBPX Comparison
Open Charts ATHWX vs PMBPX
American Century Heritage R
Price$19.60
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets6B
ATHWX vs PMBPX Comparison Chart
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ATHWX vs. PMBPX commentary
May 23, 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 ATHWX is a Buy and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. ATHWX (6B). PMBPX pays higher dividends than ATHWX: PMBPX (0.01) vs ATHWX (0.00). ATHWX was incepted earlier than PMBPX: ATHWX (18 years) vs PMBPX (24 years). ATHWX (1.50) is less costly to investors than PMBPX (0.83). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHWX: PMBPX (0) vs ATHWX (2500). PMBPX annual gain was more profitable for investors over the last year : 7.96 vs. ATHWX (-3.27). PMBPX return over 5 years is better than : 63.01 vs. ATHWX (6.25).
| ATHWX | PMBPX | ATHWX / PMBPX | |
| Total Expense Ratio | 1.50 | 0.83 | 181% |
| Annual Report Gross Expense Ratio | 1.50 | 0.83 | 181% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 1.929 | 1.864 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6B | 30.5B | 20% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -3.27 | 7.96 | -41% |
| Returns for 3 years | 30.68 | 41.09 | 75% |
| Returns for 5 years | 6.25 | 63.01 | 10% |
| Returns for 10 years | -20.37 | 90.00 | -23% |
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