ATHDX
Price
$26.68
Change
-$0.38 (-1.40%)
Updated
Jun 23 closing price
Net Assets
5.53B
FSMAX
Price
$115.25
Change
-$0.95 (-0.82%)
Updated
Jun 23 closing price
Net Assets
42.73B
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ATHDX vs FSMAX

ATHDX vs FSMAX Comparison Chart in %
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ATHDX vs. FSMAX commentary
Jun 24, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. ATHDX (5.53B). FSMAX pays higher dividends than ATHDX: FSMAX (0.50) vs ATHDX (0.00). ATHDX was incepted earlier than FSMAX: ATHDX (13 years) vs FSMAX (15 years). ATHDX (0.65) is less costly to investors than FSMAX (0.04). ATHDX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). ATHDX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 29.23 vs. ATHDX (-10.22). FSMAX return over 5 years is better than : 33.65 vs. ATHDX (-14.37).
ATHDXFSMAXATHDX / FSMAX
Total Expense Ratio0.650.041,857%
Annual Report Gross Expense Ratio0.650.041,857%
Fund Existence13 years15 years-
Gain YTD5.66215.42737%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.53B42.7B13%
Annual Yield % from dividends0.000.50-
Returns for 1 year-10.2229.23-35%
Returns for 3 years15.2073.8321%
Returns for 5 years-14.3733.65-43%
Returns for 10 years23.62153.4715%
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