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ATHAX vs FSMAX
ATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAX
American Century Heritage A
Price$21.87
Change+$0.19 (+0.88%)
VolumeN/A
Net Assets6.33B
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
ATHAX vs FSMAX Comparison Chart in %
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ATHAX vs. FSMAX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. ATHAX (6.33B). FSMAX pays higher dividends than ATHAX: FSMAX (0.46) 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 : 17.59 vs. ATHAX (4.38). FSMAX return over 5 years is better than : 52.77 vs. ATHAX (0.65).
| 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 | 10.782 | 9.067 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 39.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 4.38 | 17.59 | 25% |
| Returns for 3 years | 31.87 | 48.67 | 65% |
| Returns for 5 years | 0.65 | 52.77 | 1% |
| Returns for 10 years | -5.74 | 100.52 | -6% |
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