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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$31.36
Change+$0.16 (+0.51%)
VolumeN/A
Net Assets6.15B
Fidelity Extended Market Index
Price$101.24
Change+$0.23 (+0.23%)
VolumeN/A
Net Assets41.05B
ATHDX vs FSMAX Comparison Chart in %
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ATHDX vs. FSMAX commentary
Sep 30, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ATHDX (6.15B). 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 (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 : 16.56 vs. ATHDX (5.12). FSMAX return over 5 years is better than : 60.30 vs. ATHDX (15.73).
| 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 | 10.599 | 11.147 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 41B | 15% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 5.12 | 16.56 | 31% |
| Returns for 3 years | 55.77 | 71.30 | 78% |
| Returns for 5 years | 15.73 | 60.30 | 26% |
| Returns for 10 years | 26.11 | 111.48 | 23% |
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