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ATHAX vs PMBPX
ATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPX
American Century Heritage A
Price$15.94
Change-$0.16 (-0.99%)
VolumeN/A
Net Assets5.5B
ATHAX vs PMBPX Comparison Chart in %
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ATHAX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. ATHAX (5.5B). ATHAX (0.00) and PMBPX (0.00) have matching dividends . ATHAX was incepted earlier than PMBPX: ATHAX (29 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: 62.00 vs. PMBPX (13.70). 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 : -11.17 vs. ATHAX (-22.37). PMBPX return over 5 years is better than : 12.76 vs. ATHAX (-32.38).
| ATHAX | PMBPX | ATHAX / PMBPX | |
| Total Expense Ratio | 1.25 | 0.83 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.83 | 151% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -0.923 | -2.931 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 30.3B | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.37 | -11.17 | 200% |
| Returns for 3 years | -6.99 | 21.00 | -33% |
| Returns for 5 years | -32.38 | 12.76 | -254% |
| Returns for 10 years | -6.50 | 119.39 | -5% |
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