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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$30.53
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets6.41B
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX vs. FSMAX commentary
Sep 07, 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 Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ATHGX (6.41B). FSMAX pays higher dividends than ATHGX: FSMAX (0.44) 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 : 21.50 vs. ATHGX (12.62). FSMAX return over 5 years is better than : 59.13 vs. ATHGX (19.07).
| 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 | 11.545 | 10.057 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 41B | 16% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 12.62 | 21.50 | 59% |
| Returns for 3 years | 45.73 | 56.89 | 80% |
| Returns for 5 years | 19.07 | 59.13 | 32% |
| Returns for 10 years | N/A | 101.70 | - |
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