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ATHIX vs PMBJX
ATHIX vs PMBJX Comparison
Open Charts ATHIX vs PMBJX
American Century Heritage I
Price$29.77
Change+$0.21 (+0.71%)
VolumeN/A
Net Assets5.92B
ATHIX vs PMBJX Comparison Chart in %
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ATHIX vs. PMBJX commentary
Dec 04, 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 ATHIX is a StrongBuy and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. ATHIX (5.92B). PMBJX pays higher dividends than ATHIX: PMBJX (0.06) vs ATHIX (0.00). ATHIX was incepted earlier than PMBJX: ATHIX (28 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 : -8.04 vs. ATHIX (-9.78). PMBJX return over 5 years is better than : 26.06 vs. ATHIX (-3.43).
| ATHIX | PMBJX | ATHIX / PMBJX | |
| Total Expense Ratio | 0.80 | 0.78 | 103% |
| Annual Report Gross Expense Ratio | 0.80 | 0.78 | 103% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 7.895 | 1.813 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 31.6B | 19% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -9.78 | -8.04 | 122% |
| Returns for 3 years | 33.45 | 31.65 | 106% |
| Returns for 5 years | -3.43 | 26.06 | -13% |
| Returns for 10 years | 15.49 | 93.01 | 17% |
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