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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$28.98
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets5.8B
Fidelity Extended Market Index
Price$96.79
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets41.46B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX vs. FSMAX commentary
Nov 20, 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: 41.5B vs. ATHGX (5.8B). FSMAX pays higher dividends than ATHGX: FSMAX (0.43) vs ATHGX (0.00). ATHGX was incepted earlier than FSMAX: ATHGX (9 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 (15.00). ATHGX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.62 vs. ATHGX (-8.68). FSMAX return over 5 years is better than : 33.53 vs. ATHGX (-2.63).
| 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 | 9 years | 14 years | - |
| Gain YTD | 5.334 | 6.492 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 41.5B | 14% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -8.68 | 3.62 | -240% |
| Returns for 3 years | 36.31 | 49.92 | 73% |
| Returns for 5 years | -2.63 | 33.53 | -8% |
| Returns for 10 years | N/A | 94.09 | - |
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