Ad is loading...
ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$30.32
Change+$0.40 (+1.34%)
VolumeN/A
Net Assets6.29B
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
ATHDX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATHDX vs. FSMAX commentary
Jan 31, 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: 40.8B vs. ATHDX (6.29B). FSMAX pays higher dividends than ATHDX: FSMAX (1.10) vs ATHDX (0.00). ATHDX was incepted earlier than FSMAX: ATHDX (12 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 : 25.28 vs. ATHDX (19.42). FSMAX return over 5 years is better than : 54.34 vs. ATHDX (30.02).
| ATHDX | FSMAX | ATHDX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 7.480 | 4.533 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 40.8B | 15% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 19.42 | 25.28 | 77% |
| Returns for 3 years | 20.70 | 24.87 | 83% |
| Returns for 5 years | 30.02 | 54.34 | 55% |
| Returns for 10 years | 22.65 | 89.07 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...