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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$28.70
Change-$0.04 (-0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
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ATHGX vs FSMAX Comparison Chart
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ATHGX vs. FSMAX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. ATHGX (5.94B). FSMAX pays higher dividends than ATHGX: FSMAX (1.10) vs ATHGX (0.00). ATHGX was incepted earlier than FSMAX: ATHGX (7 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. ATHGX (29.57) and FSMAX (28.78) have marching annual gain over last year. FSMAX return over 5 years is better than : 45.86 vs. ATHGX (20.54).
| ATHGX | FSMAX | ATHGX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 16.194 | 11.184 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 41.9B | 14% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 29.57 | 28.78 | 103% |
| Returns for 3 years | -9.41 | 1.47 | -642% |
| Returns for 5 years | 20.54 | 45.86 | 45% |
| Returns for 10 years | N/A | 76.52 | - |
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