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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$30.34
Change+$0.39 (+1.30%)
VolumeN/A
Net Assets6.45B
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX vs. FSMAX commentary
Jul 05, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. ATHGX (6.45B). FSMAX pays higher dividends than ATHGX: FSMAX (0.47) 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 : 18.61 vs. ATHGX (10.49). FSMAX return over 5 years is better than : 64.88 vs. ATHGX (25.74).
| 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 | 10.851 | 4.632 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 39.2B | 16% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 10.49 | 18.61 | 56% |
| Returns for 3 years | 57.45 | 54.62 | 105% |
| Returns for 5 years | 25.74 | 64.88 | 40% |
| Returns for 10 years | N/A | 81.19 | - |
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