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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$27.96
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets6B
Fidelity Extended Market Index
Price$86.76
Change-$0.36 (-0.41%)
VolumeN/A
Net Assets36.02B
ATHGX vs FSMAX Comparison Chart
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ATHGX vs. FSMAX commentary
May 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. ATHGX (6B). FSMAX pays higher dividends than ATHGX: FSMAX (0.54) 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 : 7.84 vs. ATHGX (3.33). FSMAX return over 5 years is better than : 63.03 vs. ATHGX (23.33).
| 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 | 2.156 | -4.533 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6B | 36B | 17% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 3.33 | 7.84 | 42% |
| Returns for 3 years | 44.72 | 38.05 | 118% |
| Returns for 5 years | 23.33 | 63.03 | 37% |
| Returns for 10 years | N/A | 64.25 | - |
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