Interact to see
Advertisement
Advertisement
ATHAX vs PMBJX
ATHAX vs PMBJX Comparison
Open Charts ATHAX vs PMBJX
American Century Heritage A
Price$20.58
Change-$0.24 (-1.15%)
VolumeN/A
Net Assets6.15B
ATHAX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATHAX vs. PMBJX commentary
Jun 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 ATHAX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. ATHAX (6.15B). PMBJX pays higher dividends than ATHAX: PMBJX (0.06) vs ATHAX (0.00). ATHAX was incepted earlier than PMBJX: ATHAX (28 years) vs PMBJX (24 years). ATHAX (1.25) is less costly to investors than PMBJX (0.78). ATHAX is a more actively managed with annual turnover of: 66.00 vs. PMBJX (10.50). 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 : 10.12 vs. ATHAX (1.93). PMBJX return over 5 years is better than : 53.13 vs. ATHAX (10.53).
| ATHAX | PMBJX | ATHAX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.25 | 0.78 | 160% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 5.161 | 1.960 | 263% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 30.6B | 20% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 1.93 | 10.12 | 19% |
| Returns for 3 years | 44.22 | 48.96 | 90% |
| Returns for 5 years | 10.53 | 53.13 | 20% |
| Returns for 10 years | -15.10 | 88.94 | -17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TIRHX | 18.01 | -0.14 | -0.77% |
| Nuveen Real Estate Sec Sel I | |||
| OWLSX | 20.74 | -0.25 | -1.19% |
| Old Westbury Large Cap Strategies | |||
| TROCX | 30.18 | -0.44 | -1.44% |
| Touchstone Non-US Equity I | |||
| WASMX | 23.71 | -0.45 | -1.86% |
| Boston Trust Walden SMID Cap | |||
| ALSRX | 15.67 | -0.33 | -2.06% |
| Alger Small Cap Growth Institutional I | |||