Interact to see
Advertisement
Advertisement
ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$28.83
Change-$0.34 (-1.17%)
VolumeN/A
Net Assets6.15B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
ATHGX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATHGX vs. FSMAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. ATHGX (6.15B). FSMAX pays higher dividends than ATHGX: FSMAX (0.50) 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 : 11.48 vs. ATHGX (6.15). FSMAX return over 5 years is better than : 60.48 vs. ATHGX (26.06).
| 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 | 5.334 | -2.080 | -256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 37.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 6.15 | 11.48 | 54% |
| Returns for 3 years | 53.19 | 47.57 | 112% |
| Returns for 5 years | 26.06 | 60.48 | 43% |
| Returns for 10 years | N/A | 66.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHI | 13.42 | -0.06 | -0.45% |
| John Hancock Investors Trust Capital Stock | |||
| KIO | 12.23 | -0.06 | -0.48% |
| KKR Income OPPORTUNITIES FUND | |||
| WBIL | 31.22 | -0.19 | -0.59% |
| WBI BullBear Quality 3000 ETF | |||
| IGOV | 42.29 | -0.30 | -0.70% |
| iShares International Treasury Bond ETF | |||
| MDY | 550.57 | -8.62 | -1.54% |
| SPDR® S&P MIDCAP 400 ETF Trust | |||