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ATHAX vs FSMAX
ATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAX
American Century Heritage A
Price$20.75
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets6.23B
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
ATHAX vs FSMAX Comparison Chart
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ATHAX vs. FSMAX commentary
Jun 06, 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: 37.6B vs. ATHAX (6.23B). FSMAX pays higher dividends than ATHAX: FSMAX (0.50) 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 : 11.51 vs. ATHAX (2.92). FSMAX return over 5 years is better than : 51.40 vs. ATHAX (6.39).
| 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 | 6.336 | -1.540 | -411% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 37.6B | 17% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 2.92 | 11.51 | 25% |
| Returns for 3 years | 30.63 | 32.40 | 95% |
| Returns for 5 years | 6.39 | 51.40 | 12% |
| Returns for 10 years | -13.51 | 69.19 | -20% |
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