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ATHAX vs FSMAX
ATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAX
American Century Heritage A
Price$17.61
Change+$1.72 (+10.82%)
VolumeN/A
Net Assets4.81B
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
ATHAX vs FSMAX Comparison Chart
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ATHAX vs. FSMAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. ATHAX (4.81B). FSMAX pays higher dividends than ATHAX: FSMAX (0.53) 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: 51.00 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 : -11.84 vs. ATHAX (-23.64). FSMAX return over 5 years is better than : 52.02 vs. ATHAX (-0.56).
| 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 | -18.804 | -20.489 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 36.5B | 13% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -23.64 | -11.84 | 200% |
| Returns for 3 years | -12.45 | -1.87 | 665% |
| Returns for 5 years | -0.56 | 52.02 | -1% |
| Returns for 10 years | -35.12 | 35.24 | -100% |
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