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ATHAX vs FSMAX
ATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAX
American Century Heritage A
Price$18.60
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets5.61B
Fidelity Extended Market Index
Price$82.14
Change-$0.37 (-0.45%)
VolumeN/A
Net Assets36.02B
ATHAX vs FSMAX Comparison Chart
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ATHAX vs. FSMAX commentary
May 02, 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 ATHAX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. ATHAX (5.61B). FSMAX pays higher dividends than ATHAX: FSMAX (0.54) vs ATHAX (0.00). ATHAX was incepted earlier than FSMAX: ATHAX (28 years) vs FSMAX (14 years). ATHAX (1.25) is less costly to investors than FSMAX (0.04). ATHAX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than ATHAX: FSMAX (0) vs ATHAX (2500). FSMAX annual gain was more profitable for investors over the last year : 6.14 vs. ATHAX (-6.37). FSMAX return over 5 years is better than : 68.89 vs. ATHAX (11.78).
| ATHAX | FSMAX | ATHAX / FSMAX | |
| Total Expense Ratio | 1.25 | 0.04 | 3,571% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,571% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -5.416 | -9.210 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.61B | 36B | 16% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -6.37 | 6.14 | -104% |
| Returns for 3 years | 12.39 | 20.78 | 60% |
| Returns for 5 years | 11.78 | 68.89 | 17% |
| Returns for 10 years | -22.75 | 57.50 | -40% |
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