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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$24.42
Change+$0.21 (+0.87%)
VolumeN/A
Net Assets5.28B
Fidelity Extended Market Index
Price$78.07
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets36.55B
ATHGX vs FSMAX Comparison Chart
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ATHGX vs. FSMAX commentary
Apr 17, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. ATHGX (5.28B). FSMAX pays higher dividends than ATHGX: FSMAX (0.53) 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: 51.00 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 : 0.06 vs. ATHGX (-9.05). FSMAX return over 5 years is better than : 69.01 vs. ATHGX (23.02).
| ATHGX | FSMAX | ATHGX / FSMAX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,286% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,286% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -11.545 | -14.228 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.28B | 36.5B | 14% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -9.05 | 0.06 | -14,884% |
| Returns for 3 years | 2.24 | 5.56 | 40% |
| Returns for 5 years | 23.02 | 69.01 | 33% |
| Returns for 10 years | N/A | 47.37 | - |
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