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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$29.74
Change-$0.35 (-1.16%)
VolumeN/A
Net Assets6.22B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
ATHDX vs FSMAX Comparison Chart
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ATHDX vs. FSMAX commentary
Jun 14, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. ATHDX (6.22B). FSMAX pays higher dividends than ATHDX: FSMAX (0.50) 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 : 13.41 vs. ATHDX (7.93). FSMAX return over 5 years is better than : 63.25 vs. ATHDX (29.53).
| 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 | 6.664 | -0.385 | -1,730% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 37.6B | 17% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 7.93 | 13.41 | 59% |
| Returns for 3 years | 56.23 | 50.12 | 112% |
| Returns for 5 years | 29.53 | 63.25 | 47% |
| Returns for 10 years | 12.87 | 69.53 | 19% |
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