ATHAX
Price
$21.55
Change
+$0.14 (+0.65%)
Updated
Sep 26 closing price
Net Assets
6.15B
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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ATHAX vs PMBPX

Header iconATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPXBanner chart's image
American Century Heritage A
Price$21.55
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets6.15B
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
ATHAX vs PMBPX Comparison Chart in %
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ATHAX vs. PMBPX commentary
Sep 28, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. ATHAX (6.15B). PMBPX pays higher dividends than ATHAX: PMBPX (0.01) vs ATHAX (0.00). ATHAX was incepted earlier than PMBPX: ATHAX (28 years) vs PMBPX (25 years). ATHAX (1.25) is less costly to investors than PMBPX (0.83). ATHAX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHAX: PMBPX (0) vs ATHAX (2500). PMBPX annual gain was more profitable for investors over the last year : 2.56 vs. ATHAX (-0.42). PMBPX return over 5 years is better than : 48.73 vs. ATHAX (2.08).
ATHAXPMBPXATHAX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.250.83151%
Fund Existence28 years25 years-
Gain YTD10.1185.430186%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B33B19%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.422.56-16%
Returns for 3 years45.4156.2381%
Returns for 5 years2.0848.734%
Returns for 10 years-0.19123.12-0%
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