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ATHAX vs PMBMX
ATHAX vs PMBMX Comparison
Open Charts ATHAX vs PMBMX
American Century Heritage A
Price$21.65
Change+$0.27 (+1.26%)
VolumeN/A
Net Assets6.45B
ATHAX vs PMBMX Comparison Chart in %
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ATHAX vs. PMBMX commentary
Jul 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 ATHAX is a Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. ATHAX (6.45B). PMBMX pays higher dividends than ATHAX: PMBMX (0.02) vs ATHAX (0.00). ATHAX was incepted earlier than PMBMX: ATHAX (28 years) vs PMBMX (25 years). ATHAX (1.25) is less costly to investors than PMBMX (1.14). ATHAX is a more actively managed with annual turnover of: 66.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than ATHAX: PMBMX (0) vs ATHAX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. ATHAX (5.20). PMBMX return over 5 years is better than : 55.71 vs. ATHAX (10.18).
| ATHAX | PMBMX | ATHAX / PMBMX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 10.629 | 6.854 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 32.3B | 20% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 5.20 | 14.80 | 35% |
| Returns for 3 years | 48.19 | 50.19 | 96% |
| Returns for 5 years | 10.18 | 55.71 | 18% |
| Returns for 10 years | -10.13 | 94.74 | -11% |
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