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ATHDX vs PMBCX
ATHDX vs PMBCX Comparison
Open Charts ATHDX vs PMBCX
American Century Heritage R6
Price$26.18
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets5.79B
ATHDX vs PMBCX Comparison Chart in %
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ATHDX vs. PMBCX commentary
Dec 27, 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 Hold and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.2B vs. ATHDX (5.79B). 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 : -6.89 vs. ATHDX (-10.03). PMBCX return over 5 years is better than : 9.70 vs. ATHDX (-11.22).
| 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 | -7.196 | -4.929 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 31.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.03 | -6.89 | 146% |
| Returns for 3 years | 24.31 | 31.48 | 77% |
| Returns for 5 years | -11.22 | 9.70 | -116% |
| Returns for 10 years | 16.51 | 74.71 | 22% |
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