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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$30.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.15B
Fidelity Extended Market Index
Price$101.36
Change+$0.27 (+0.27%)
VolumeN/A
Net Assets41.44B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX vs. FSMAX commentary
Oct 02, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. ATHGX (6.15B). FSMAX pays higher dividends than ATHGX: FSMAX (0.44) 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 : 17.90 vs. ATHGX (5.05). FSMAX return over 5 years is better than : 57.68 vs. ATHGX (13.18).
| 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 | 11.034 | 11.235 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 41.4B | 15% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 5.05 | 17.90 | 28% |
| Returns for 3 years | 55.37 | 71.44 | 78% |
| Returns for 5 years | 13.18 | 57.68 | 23% |
| Returns for 10 years | N/A | 111.65 | - |
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