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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$31.30
Change+$0.40 (+1.29%)
VolumeN/A
Net Assets6.37B
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
ATHDX vs FSMAX Comparison Chart in %
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ATHDX vs. FSMAX commentary
Jul 04, 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 ATHDX is a StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. ATHDX (6.37B). FSMAX pays higher dividends than ATHDX: FSMAX (0.47) vs ATHDX (0.00). ATHDX was incepted earlier than FSMAX: ATHDX (12 years) vs FSMAX (14 years). ATHDX (0.65) is less costly to investors than FSMAX (0.04). ATHDX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (9.00). ATHDX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 17.51 vs. ATHDX (9.61). FSMAX return over 5 years is better than : 63.35 vs. ATHDX (26.02).
| ATHDX | FSMAX | ATHDX / FSMAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,857% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,857% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 9.536 | 3.664 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 39.2B | 16% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 9.61 | 17.51 | 55% |
| Returns for 3 years | 56.69 | 53.19 | 107% |
| Returns for 5 years | 26.02 | 63.35 | 41% |
| Returns for 10 years | 16.60 | 79.51 | 21% |
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