ATHYX
Price
$25.39
Change
-$6.21 (-19.65%)
Updated
Feb 3 closing price
Net Assets
5.64B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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ATHYX vs PMBPX

Header iconATHYX vs PMBPX Comparison
Open Charts ATHYX vs PMBPXBanner chart's image
American Century Heritage Y
Price$25.39
Change-$6.21 (-19.65%)
VolumeN/A
Net Assets5.64B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
ATHYX vs PMBPX Comparison Chart in %
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ATHYX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. ATHYX (5.64B). ATHYX (0.00) and PMBPX (0.00) have matching dividends . ATHYX was incepted earlier than PMBPX: ATHYX (9 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than ATHYX (0.65). ATHYX is a more actively managed with annual turnover of: 62.00 vs. PMBPX (13.70). ATHYX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. ATHYX (-15.14). PMBPX return over 5 years is better than : 12.76 vs. ATHYX (-17.56).
ATHYXPMBPXATHYX / PMBPX
Total Expense Ratio0.650.8378%
Annual Report Gross Expense Ratio0.650.8378%
Fund Existence9 years25 years-
Gain YTD-0.859-2.93129%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.64B30.3B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.14-11.17136%
Returns for 3 years8.2721.0039%
Returns for 5 years-17.5612.76-138%
Returns for 10 yearsN/A119.39-
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