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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$29.33
Change+$0.21 (+0.72%)
VolumeN/A
Net Assets6.32B
Fidelity Extended Market Index
Price$95.85
Change-$0.24 (-0.25%)
VolumeN/A
Net Assets40.78B
ATHGX vs FSMAX Comparison Chart
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ATHGX vs. FSMAX commentary
Jan 23, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. ATHGX (6.32B). FSMAX pays higher dividends than ATHGX: FSMAX (1.10) vs ATHGX (0.00). ATHGX was incepted earlier than FSMAX: ATHGX (8 years) vs FSMAX (13 years). ATHGX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (18.00). ATHGX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 24.89 vs. ATHGX (17.41). FSMAX return over 5 years is better than : 52.43 vs. ATHGX (24.81).
| ATHGX | FSMAX | ATHGX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 7.161 | 5.469 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 40.8B | 15% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 17.41 | 24.89 | 70% |
| Returns for 3 years | 23.24 | 29.51 | 79% |
| Returns for 5 years | 24.81 | 52.43 | 47% |
| Returns for 10 years | N/A | 89.27 | - |
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