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ATHAX vs PMBJX
ATHAX vs PMBJX Comparison
Open Charts ATHAX vs PMBJX
American Century Heritage A
Price$16.10
Change-$5.72 (-26.21%)
VolumeN/A
Net Assets5.64B
ATHAX vs PMBJX Comparison Chart in %
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ATHAX vs. PMBJX commentary
Feb 05, 2026
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 ATHAX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. ATHAX (5.64B). ATHAX (0.00) and PMBJX (0.00) have matching dividends . ATHAX was incepted earlier than PMBJX: ATHAX (29 years) vs PMBJX (25 years). ATHAX (1.25) is less costly to investors than PMBJX (0.78). ATHAX is a more actively managed with annual turnover of: 62.00 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than ATHAX: PMBJX (1000) vs ATHAX (2500). PMBJX annual gain was more profitable for investors over the last year : -11.50 vs. ATHAX (-22.37). PMBJX return over 5 years is better than : 11.44 vs. ATHAX (-32.38).
| ATHAX | PMBJX | ATHAX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.25 | 0.78 | 160% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -0.923 | -2.953 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 30.3B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.37 | -11.50 | 195% |
| Returns for 3 years | -6.99 | 20.26 | -34% |
| Returns for 5 years | -32.38 | 11.44 | -283% |
| Returns for 10 years | -6.50 | 114.81 | -6% |
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