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ATHAX vs FSMAX
ATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAX
American Century Heritage A
Price$21.56
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.44B
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
ATHAX vs FSMAX Comparison Chart in %
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ATHAX vs. FSMAX commentary
Aug 08, 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.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. ATHAX (6.44B). 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 : 21.74 vs. ATHAX (12.89). FSMAX return over 5 years is better than : 51.34 vs. ATHAX (2.41).
| 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 | 10.526 | 4.478 | 235% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 39.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 12.89 | 21.74 | 59% |
| Returns for 3 years | 26.57 | 37.63 | 71% |
| Returns for 5 years | 2.41 | 51.34 | 5% |
| Returns for 10 years | -11.64 | 81.66 | -14% |
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