Interact to see
Advertisement
Advertisement
ATHWX vs PMBMX
ATHWX vs PMBMX Comparison
Open Charts ATHWX vs PMBMX
American Century Heritage R
Price$21.19
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.45B
ATHWX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHWX vs. PMBMX commentary
Jul 07, 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 Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. ATHWX (6.45B). PMBMX pays higher dividends than ATHWX: PMBMX (0.02) vs ATHWX (0.00). ATHWX was incepted earlier than PMBMX: ATHWX (18 years) vs PMBMX (25 years). ATHWX (1.50) is less costly to investors than PMBMX (1.14). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than ATHWX: PMBMX (0) vs ATHWX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. ATHWX (4.64). PMBMX return over 5 years is better than : 55.71 vs. ATHWX (8.28).
| ATHWX | PMBMX | ATHWX / PMBMX | |
| Total Expense Ratio | 1.50 | 1.14 | 132% |
| Annual Report Gross Expense Ratio | 1.50 | 1.14 | 132% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 10.480 | 6.854 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 32.3B | 20% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 4.64 | 14.80 | 31% |
| Returns for 3 years | 46.64 | 50.19 | 93% |
| Returns for 5 years | 8.28 | 55.71 | 15% |
| Returns for 10 years | -12.69 | 94.74 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers