ATHGX
Price
$28.12
Change
-$0.98 (-3.37%)
Updated
Feb 21 closing price
Net Assets
6.04B
FSMAX
Price
$91.19
Change
-$2.88 (-3.06%)
Updated
Feb 21 closing price
Net Assets
41.92B
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ATHGX vs FSMAX

Header iconATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAXBanner chart's image
American Century Heritage R5
Price$28.12
Change-$0.98 (-3.37%)
VolumeN/A
Net Assets6.04B
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
ATHGX vs FSMAX Comparison Chart
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VS
ATHGX vs. FSMAX commentary
Feb 23, 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.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. ATHGX (6.04B). FSMAX pays higher dividends than ATHGX: FSMAX (1.10) vs ATHGX (0.00). ATHGX was incepted earlier than FSMAX: ATHGX (8 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. FSMAX annual gain was more profitable for investors over the last year : 15.39 vs. ATHGX (5.99). FSMAX return over 5 years is better than : 41.45 vs. ATHGX (16.78).
ATHGXFSMAXATHGX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years13 years-
Gain YTD2.7400.341803%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets6.04B41.9B14%
Annual Yield % from dividends0.001.10-
Returns for 1 year5.9915.3939%
Returns for 3 years19.7624.3581%
Returns for 5 years16.7841.4540%
Returns for 10 yearsN/A72.15-
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