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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$26.43
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets5.54B
Fidelity Extended Market Index
Price$81.64
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets36.55B
ATHDX vs FSMAX Comparison Chart
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ATHDX vs. FSMAX commentary
Apr 28, 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: 36.5B vs. ATHDX (5.54B). FSMAX pays higher dividends than ATHDX: FSMAX (0.53) 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 : 4.25 vs. ATHDX (-3.19). FSMAX return over 5 years is better than : 70.53 vs. ATHDX (28.93).
| 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 | -6.310 | -10.167 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 36.5B | 15% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -3.19 | 4.25 | -75% |
| Returns for 3 years | 17.57 | 17.92 | 98% |
| Returns for 5 years | 28.93 | 70.53 | 41% |
| Returns for 10 years | -0.79 | 53.62 | -1% |
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