ATHIX
Price
$30.70
Change
+$0.30 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.53B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

ATHIX vs PMBPX

Header iconATHIX vs PMBPX Comparison
Open Charts ATHIX vs PMBPXBanner chart's image
American Century Heritage I
Price$30.70
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.53B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
ATHIX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ATHIX vs. PMBPX commentary
Jul 28, 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 Buy and PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. ATHIX (6.53B). PMBPX pays higher dividends than ATHIX: PMBPX (0.01) vs ATHIX (0.00). ATHIX was incepted earlier than PMBPX: ATHIX (28 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). ATHIX annual gain was more profitable for investors over the last year : 14.42 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. ATHIX (22.31).
ATHIXPMBPXATHIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence28 years25 years-
Gain YTD12.2088.606142%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B33.2B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.4213.61106%
Returns for 3 years52.5149.38106%
Returns for 5 years22.3156.2540%
Returns for 10 years15.89107.2715%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DVLCX23.370.21
+0.91%
BNY Mellon Opportunistic Midcap Value C
BTEUX15.450.09
+0.59%
Baron Technology R6
LYRCX28.420.10
+0.35%
Lyrical US Value Equity C
HIINX53.56-0.14
-0.26%
Harbor International Investor
RNWAX85.77-0.40
-0.46%
American Funds New World R1