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ATHGX vs PMBPX
ATHGX vs PMBPX Comparison
Open Charts ATHGX vs PMBPX
American Century Heritage R5
Price$24.45
Change-$6.17 (-20.15%)
VolumeN/A
Net Assets5.56B
ATHGX vs PMBPX Comparison Chart in %
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ATHGX vs. PMBPX commentary
Feb 04, 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 ATHGX is a Hold and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. ATHGX (5.56B). ATHGX (0.00) and PMBPX (0.00) have matching dividends . ATHGX was incepted earlier than PMBPX: ATHGX (9 years) vs PMBPX (25 years). PMBPX (0.83) and ATHGX (0.80) have similar cost to investors . ATHGX is a more actively managed with annual turnover of: 62.00 vs. PMBPX (13.70). ATHGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. ATHGX (-15.75). PMBPX return over 5 years is better than : 12.76 vs. ATHGX (-19.12).
| ATHGX | PMBPX | ATHGX / PMBPX | |
| Total Expense Ratio | 0.80 | 0.83 | 96% |
| Annual Report Gross Expense Ratio | 0.80 | 0.83 | 96% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -0.892 | -2.931 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 30.3B | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.75 | -11.17 | 141% |
| Returns for 3 years | 6.82 | 21.00 | 32% |
| Returns for 5 years | -19.12 | 12.76 | -150% |
| Returns for 10 years | N/A | 119.39 | - |
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