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ATHIX vs PMBPX
ATHIX vs PMBPX Comparison
Open Charts ATHIX vs PMBPX
American Century Heritage I
Price$25.64
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets5.83B
ATHIX vs PMBPX Comparison Chart in %
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ATHIX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. ATHIX (5.83B). ATHIX (0.00) and PMBPX (0.00) have matching dividends . 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 : -2.01 vs. ATHIX (-8.95). PMBPX return over 5 years is better than : 22.03 vs. ATHIX (-13.06).
| 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 | 3.974 | 2.907 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| 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 | -2.01 | 445% |
| Returns for 3 years | 18.65 | 32.15 | 58% |
| Returns for 5 years | -13.06 | 22.03 | -59% |
| Returns for 10 years | 28.52 | 131.71 | 22% |
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