ATHDX
Price
$27.36
Change
-$0.48 (-1.72%)
Updated
Sep 6 closing price
FSMAX
Price
$81.32
Change
-$1.40 (-1.69%)
Updated
Sep 6 closing price
Ad is loading...

ATHDX vs FSMAX

Header iconATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAXBanner chart's image
American Century Heritage R6
Price$27.36
Change-$0.48 (-1.72%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$81.32
Change-$1.40 (-1.69%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
ATHDX vs FSMAX Comparison Chart
Loading...
VS
ATHDX vs. FSMAX commentary
Sep 08, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. ATHDX (5.52B). FSMAX pays higher dividends than ATHDX: FSMAX (1.10) vs ATHDX (0.00). ATHDX was incepted earlier than FSMAX: ATHDX (11 years) vs FSMAX (13 years). ATHDX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (18.00). ATHDX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 17.00 vs. ATHDX (15.28). FSMAX return over 5 years is better than : 41.51 vs. ATHDX (13.68).
ATHDXFSMAXATHDX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years13 years-
Gain YTD9.9095.970166%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.52B41.9B13%
Annual Yield % from dividends0.001.10-
Returns for 1 year15.2817.0090%
Returns for 3 years-16.85-7.22233%
Returns for 5 years13.6841.5133%
Returns for 10 years-0.6861.60-1%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSATX40.91N/A
N/A
Goldman Sachs Small Cp Val Insghts A
EXEYX15.82N/A
N/A
Manning & Napier Equity Series S
HSGFX5.64-0.01
-0.18%
Hussman Strategic Growth
JUEPX24.48-0.09
-0.37%
JPMorgan US Equity R3
MSGFX35.40-0.22
-0.62%
Morgan Stanley Inst Global Franchise C