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ATHWX vs PMBPX
ATHWX vs PMBPX Comparison
Open Charts ATHWX vs PMBPX
American Century Heritage R
Price$21.19
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.45B
ATHWX vs PMBPX Comparison Chart in %
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ATHWX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. ATHWX (6.45B). PMBPX pays higher dividends than ATHWX: PMBPX (0.01) vs ATHWX (0.00). ATHWX was incepted earlier than PMBPX: ATHWX (18 years) vs PMBPX (25 years). ATHWX (1.50) is less costly to investors than PMBPX (0.83). ATHWX is a more actively managed with annual turnover of: 66.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than ATHWX: PMBPX (0) vs ATHWX (2500). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. ATHWX (4.64). PMBPX return over 5 years is better than : 59.60 vs. ATHWX (8.28).
| ATHWX | PMBPX | ATHWX / PMBPX | |
| Total Expense Ratio | 1.50 | 0.83 | 181% |
| Annual Report Gross Expense Ratio | 1.50 | 0.83 | 181% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 10.480 | 7.041 | 149% |
| 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 | 0.01 | - |
| Returns for 1 year | 4.64 | 15.41 | 30% |
| Returns for 3 years | 46.64 | 52.39 | 89% |
| Returns for 5 years | 8.28 | 59.60 | 14% |
| Returns for 10 years | -12.69 | 104.46 | -12% |
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