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ATHIX vs PMBJX
ATHIX vs PMBJX Comparison
Open Charts ATHIX vs PMBJX
American Century Heritage I
Price$25.64
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets5.83B
ATHIX vs PMBJX Comparison Chart in %
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ATHIX vs. PMBJX commentary
Jan 16, 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 ATHIX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. ATHIX (5.83B). ATHIX (0.00) and PMBJX (0.00) have matching dividends . ATHIX was incepted earlier than PMBJX: ATHIX (29 years) vs PMBJX (25 years). ATHIX (0.80) and PMBJX (0.78) have similar cost to investors . ATHIX is a more actively managed with annual turnover of: 66.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than ATHIX: PMBJX (1000) vs ATHIX (5000000). PMBJX annual gain was more profitable for investors over the last year : -2.39 vs. ATHIX (-8.95). PMBJX return over 5 years is better than : 20.65 vs. ATHIX (-13.06).
| ATHIX | PMBJX | ATHIX / PMBJX | |
| Total Expense Ratio | 0.80 | 0.78 | 103% |
| Annual Report Gross Expense Ratio | 0.80 | 0.78 | 103% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 3.974 | 2.901 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 31.3B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.95 | -2.39 | 375% |
| Returns for 3 years | 18.65 | 31.36 | 59% |
| Returns for 5 years | -13.06 | 20.65 | -63% |
| Returns for 10 years | 28.52 | 126.87 | 22% |
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