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ATHDX vs PMBCX
ATHDX vs PMBCX Comparison
Open Charts ATHDX vs PMBCX
American Century Heritage R6
Price$30.73
Change+$0.21 (+0.69%)
VolumeN/A
Net Assets5.92B
ATHDX vs PMBCX Comparison Chart in %
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ATHDX vs. PMBCX commentary
Dec 05, 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 ATHDX is a StrongBuy and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. ATHDX (5.92B). ATHDX (0.00) and PMBCX (0.00) have matching dividends . ATHDX was incepted earlier than PMBCX: ATHDX (12 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than ATHDX (0.65). ATHDX is a more actively managed with annual turnover of: 66.00 vs. PMBCX (10.50). ATHDX has a lower initial minimum investment than PMBCX: ATHDX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : -8.78 vs. ATHDX (-9.32). PMBCX return over 5 years is better than : 16.44 vs. ATHDX (-2.38).
| ATHDX | PMBCX | ATHDX / PMBCX | |
| Total Expense Ratio | 0.65 | 1.75 | 37% |
| Annual Report Gross Expense Ratio | 0.65 | 1.75 | 37% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 8.933 | 1.282 | 697% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 31.6B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.32 | -8.78 | 106% |
| Returns for 3 years | 35.67 | 26.65 | 134% |
| Returns for 5 years | -2.38 | 16.44 | -14% |
| Returns for 10 years | 19.76 | 69.61 | 28% |
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