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ATHIX vs PMBPX
ATHIX vs PMBPX Comparison
Open Charts ATHIX vs PMBPX
American Century Heritage I
Price$25.21
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets5.79B
ATHIX vs PMBPX Comparison Chart in %
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ATHIX vs. PMBPX commentary
Dec 26, 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 Hold and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. ATHIX (5.79B). PMBPX pays higher dividends than ATHIX: PMBPX (0.01) vs ATHIX (0.00). ATHIX was incepted earlier than PMBPX: ATHIX (29 years) vs PMBPX (25 years). PMBPX (0.83) and ATHIX (0.80) have similar cost to investors . ATHIX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHIX: PMBPX (0) vs ATHIX (5000000). PMBPX annual gain was more profitable for investors over the last year : -4.57 vs. ATHIX (-10.67). PMBPX return over 5 years is better than : 20.33 vs. ATHIX (-12.89).
| ATHIX | PMBPX | ATHIX / PMBPX | |
| Total Expense Ratio | 0.80 | 0.83 | 96% |
| Annual Report Gross Expense Ratio | 0.80 | 0.83 | 96% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -7.858 | -2.600 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 31.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -10.67 | -4.57 | 233% |
| Returns for 3 years | 22.56 | 38.89 | 58% |
| Returns for 5 years | -12.89 | 20.33 | -63% |
| Returns for 10 years | 12.70 | 105.53 | 12% |
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