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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$28.84
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets6B
Fidelity Extended Market Index
Price$86.76
Change-$0.36 (-0.41%)
VolumeN/A
Net Assets36.02B
ATHDX vs FSMAX Comparison Chart
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ATHDX vs. FSMAX commentary
May 24, 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: 36B vs. ATHDX (6B). FSMAX pays higher dividends than ATHDX: FSMAX (0.54) 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 : 6.44 vs. ATHDX (2.67). FSMAX return over 5 years is better than : 63.33 vs. ATHDX (25.27).
| 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 | 2.269 | -4.357 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6B | 36B | 17% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 2.67 | 6.44 | 41% |
| Returns for 3 years | 41.49 | 35.01 | 119% |
| Returns for 5 years | 25.27 | 63.33 | 40% |
| Returns for 10 years | 7.69 | 62.99 | 12% |
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