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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$28.01
Change+$0.49 (+1.78%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.98
Change+$0.71 (+0.78%)
VolumeN/A
CapitalizationN/A
ATHGX vs FSMAX Comparison Chart
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ATHGX vs. FSMAX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. ATHGX (6.15B). 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 : 19.04 vs. ATHGX (14.33). FSMAX return over 5 years is better than : 48.61 vs. ATHGX (23.66).
| 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 | 13.401 | 18.403 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 44.5B | 14% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 14.33 | 19.04 | 75% |
| Returns for 3 years | -0.85 | 10.32 | -8% |
| Returns for 5 years | 23.66 | 48.61 | 49% |
| Returns for 10 years | N/A | 81.00 | - |
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