ATHYX
Price
$25.39
Change
-$6.21 (-19.65%)
Updated
Feb 3 closing price
Net Assets
5.64B
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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ATHYX vs PMBJX

Header iconATHYX vs PMBJX Comparison
Open Charts ATHYX vs PMBJXBanner chart's image
American Century Heritage Y
Price$25.39
Change-$6.21 (-19.65%)
VolumeN/A
Net Assets5.64B
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
ATHYX vs PMBJX Comparison Chart in %
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ATHYX vs. PMBJX commentary
Feb 05, 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 ATHYX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. ATHYX (5.64B). ATHYX (0.00) and PMBJX (0.00) have matching dividends . ATHYX was incepted earlier than PMBJX: ATHYX (9 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than ATHYX (0.65). ATHYX is a more actively managed with annual turnover of: 62.00 vs. PMBJX (13.70). ATHYX has a lower initial minimum investment than PMBJX: ATHYX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -11.50 vs. ATHYX (-15.14). PMBJX return over 5 years is better than : 11.44 vs. ATHYX (-17.56).
ATHYXPMBJXATHYX / PMBJX
Total Expense Ratio0.650.7883%
Annual Report Gross Expense Ratio0.650.7883%
Fund Existence9 years25 years-
Gain YTD-0.859-2.95329%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.64B30.3B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.14-11.50132%
Returns for 3 years8.2720.2641%
Returns for 5 years-17.5611.44-154%
Returns for 10 yearsN/A114.81-
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