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ATHAX vs FSMAX
ATHAX vs FSMAX Comparison
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ATHAX vs FSMAX Comparison Chart in %
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ATHAX vs. FSMAX commentary
Jul 14, 2026
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: 43.5B vs. ATHAX (5.59B). FSMAX pays higher dividends than ATHAX: FSMAX (0.48) vs ATHAX (0.00). ATHAX was incepted earlier than FSMAX: ATHAX (29 years) vs FSMAX (15 years). ATHAX (1.25) is less costly to investors than FSMAX (0.04). ATHAX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). 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 : 24.38 vs. ATHAX (-17.87). FSMAX return over 5 years is better than : 39.12 vs. ATHAX (-28.47).
| 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 | 29 years | 15 years | - |
| Gain YTD | 7.446 | 15.913 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 43.5B | 13% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -17.87 | 24.38 | -73% |
| Returns for 3 years | -4.17 | 63.28 | -7% |
| Returns for 5 years | -28.47 | 39.12 | -73% |
| Returns for 10 years | -16.02 | 139.20 | -12% |
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