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ATHWX vs PMBCX
ATHWX vs PMBCX Comparison
Open Charts ATHWX vs PMBCX
American Century Heritage R
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.79B
ATHWX vs PMBCX Comparison Chart in %
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ATHWX vs. PMBCX commentary
Dec 27, 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 ATHWX is a Hold and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.2B vs. ATHWX (5.79B). ATHWX (0.00) and PMBCX (0.00) have matching dividends . ATHWX was incepted earlier than PMBCX: ATHWX (18 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than ATHWX (1.50). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than ATHWX: PMBCX (1000) vs ATHWX (2500). PMBCX annual gain was more profitable for investors over the last year : -6.78 vs. ATHWX (-18.49). PMBCX return over 5 years is better than : 9.76 vs. ATHWX (-28.88).
| ATHWX | PMBCX | ATHWX / PMBCX | |
| Total Expense Ratio | 1.50 | 1.75 | 86% |
| Annual Report Gross Expense Ratio | 1.50 | 1.75 | 86% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | -15.902 | -4.872 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 31.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.49 | -6.78 | 273% |
| Returns for 3 years | 4.94 | 31.82 | 16% |
| Returns for 5 years | -28.88 | 9.76 | -296% |
| Returns for 10 years | -20.35 | 73.27 | -28% |
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