Interact to see
Advertisement
Advertisement
ATHAX vs PMBPX
ATHAX vs PMBPX Comparison
Open Charts ATHAX vs PMBPX
American Century Heritage A
Price$21.77
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets6.43B
ATHAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHAX vs. PMBPX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. ATHAX (6.43B). 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 : 9.16 vs. ATHAX (7.24). PMBPX return over 5 years is better than : 47.38 vs. ATHAX (4.41).
| ATHAX | PMBPX | ATHAX / PMBPX | |
| Total Expense Ratio | 1.25 | 0.83 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.83 | 151% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 11.242 | 7.018 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 33B | 19% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 7.24 | 9.16 | 79% |
| Returns for 3 years | 37.18 | 46.04 | 81% |
| Returns for 5 years | 4.41 | 47.38 | 9% |
| Returns for 10 years | -6.37 | 111.63 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NATO | 36.51 | 0.10 | +0.27% |
| Themes Transatlantic Defense ETF | |||
| SPTS | 29.30 | 0.05 | +0.17% |
| SPDR® Portfolio Short Term Treasury ETF | |||
| CCRV | 20.00 | N/A | N/A |
| iShares Commodity Curve Carry Strategy ETF | |||
| AFIF | 9.40 | N/A | -0.01% |
| Anfield Universal Fixed Income ETF | |||
| BUI | 26.94 | -0.09 | -0.33% |
| BlackRock Utilities Infrastructure & Power Opportunities Trust | |||