ATHAX
Price
$20.54
Change
-$0.03 (-0.15%)
Updated
Nov 18 closing price
Net Assets
5.81B
FSMAX
Price
$96.78
Change
+$0.13 (+0.13%)
Updated
Nov 18 closing price
Net Assets
41.46B
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ATHAX vs FSMAX

Header iconATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAXBanner chart's image
American Century Heritage A
Price$20.54
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets5.81B
Fidelity Extended Market Index
Price$96.78
Change+$0.13 (+0.13%)
VolumeN/A
Net Assets41.46B
ATHAX vs FSMAX Comparison Chart in %
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ATHAX vs. FSMAX commentary
Nov 20, 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 Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. ATHAX (5.81B). FSMAX pays higher dividends than ATHAX: FSMAX (0.43) 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 (15.00). 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 : 4.46 vs. ATHAX (-11.64). FSMAX return over 5 years is better than : 33.47 vs. ATHAX (-14.33).
ATHAXFSMAXATHAX / FSMAX
Total Expense Ratio1.250.043,571%
Annual Report Gross Expense Ratio1.250.043,571%
Fund Existence28 years14 years-
Gain YTD5.1106.34980%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.81B41.5B14%
Annual Yield % from dividends0.000.43-
Returns for 1 year-11.644.46-261%
Returns for 3 years28.5649.7157%
Returns for 5 years-14.3333.47-43%
Returns for 10 years-11.1193.83-12%
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