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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$31.09
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.1B
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
ATHDX vs FSMAX Comparison Chart in %
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ATHDX vs. FSMAX commentary
Oct 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. ATHDX (6.1B). FSMAX pays higher dividends than ATHDX: FSMAX (0.44) 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 (15.00). ATHDX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 12.72 vs. ATHDX (1.37). FSMAX return over 5 years is better than : 48.84 vs. ATHDX (7.17).
| 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 | 10.209 | 10.860 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 41.4B | 15% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 1.37 | 12.72 | 11% |
| Returns for 3 years | 51.73 | 63.57 | 81% |
| Returns for 5 years | 7.17 | 48.84 | 15% |
| Returns for 10 years | 22.31 | 103.74 | 22% |
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