ATHAX
Price
$16.80
Change
-$0.10 (-0.59%)
Updated
Jan 14 closing price
Net Assets
5.83B
PMBPX
Price
$42.66
Change
-$0.08 (-0.19%)
Updated
Jan 14 closing price
Net Assets
31.35B
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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$16.80
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets5.83B
Principal MidCap R5
Price$42.66
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets31.35B
ATHAX vs PMBPX Comparison Chart in %
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ATHAX vs. PMBPX commentary
Jan 15, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. ATHAX (5.83B). 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: 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 : -1.14 vs. ATHAX (-15.32). PMBPX return over 5 years is better than : 21.51 vs. ATHAX (-27.71).
ATHAXPMBPXATHAX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.250.83151%
Fund Existence29 years25 years-
Gain YTD3.3852.474137%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.83B31.3B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.32-1.141,349%
Returns for 3 years2.8231.609%
Returns for 5 years-27.7121.51-129%
Returns for 10 years-6.25130.74-5%
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