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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$25.69
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets5.36B
Fidelity Extended Market Index
Price$82.75
Change+$0.19 (+0.23%)
VolumeN/A
Net Assets39.44B
ATHDX vs FSMAX Comparison Chart
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ATHDX vs. FSMAX commentary
Mar 12, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.4B vs. ATHDX (5.36B). FSMAX pays higher dividends than ATHDX: FSMAX (0.49) 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: 51.00 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 : 2.31 vs. ATHDX (-5.12). FSMAX return over 5 years is better than : 88.15 vs. ATHDX (36.87).
| 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 | -5.388 | -9.155 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 39.4B | 14% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -5.12 | 2.31 | -222% |
| Returns for 3 years | 17.32 | 15.50 | 112% |
| Returns for 5 years | 36.87 | 88.15 | 42% |
| Returns for 10 years | 2.46 | 57.14 | 4% |
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