ATHAX
Price
$21.91
Change
+$0.22 (+1.01%)
Updated
Jul 25 closing price
Net Assets
6.53B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$21.91
Change+$0.22 (+1.01%)
VolumeN/A
Net Assets6.53B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
ATHAX vs PMBPX Comparison Chart in %
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ATHAX vs. PMBPX commentary
Jul 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. ATHAX (6.53B). 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 : 13.61 vs. ATHAX (8.95). PMBPX return over 5 years is better than : 56.25 vs. ATHAX (7.24).
ATHAXPMBPXATHAX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.250.83151%
Fund Existence28 years25 years-
Gain YTD11.9578.606139%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.9513.6166%
Returns for 3 years43.5849.3888%
Returns for 5 years7.2456.2513%
Returns for 10 years-9.28107.27-9%
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