ATHGX
Price
$30.71
Change
+$0.30 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.53B
FSMAX
Price
$96.51
Change
+$0.65 (+0.68%)
Updated
Jul 25 closing price
Net Assets
39.17B
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ATHGX vs FSMAX

Header iconATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAXBanner chart's image
American Century Heritage R5
Price$30.71
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.53B
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX vs. FSMAX commentary
Jul 27, 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 ATHGX is a Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. ATHGX (6.53B). FSMAX pays higher dividends than ATHGX: FSMAX (0.47) vs ATHGX (0.00). ATHGX was incepted earlier than FSMAX: ATHGX (8 years) vs FSMAX (14 years). ATHGX (0.80) is less costly to investors than FSMAX (0.04). ATHGX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (9.00). ATHGX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.33 vs. ATHGX (14.42). FSMAX return over 5 years is better than : 61.91 vs. ATHGX (22.35).
ATHGXFSMAXATHGX / FSMAX
Total Expense Ratio0.800.042,286%
Annual Report Gross Expense Ratio0.800.042,286%
Fund Existence8 years14 years-
Gain YTD12.2036.195197%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B39.2B17%
Annual Yield % from dividends0.000.47-
Returns for 1 year14.4215.3394%
Returns for 3 years52.5651.73102%
Returns for 5 years22.3561.9136%
Returns for 10 yearsN/A86.12-
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