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ATHGX
Price
$32.70
Change
+$0.50 (+1.55%)
Updated
Nov 22 closing price
FSMAX
Price
$97.47
Change
+$1.63 (+1.70%)
Updated
Nov 22 closing price
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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$32.70
Change+$0.50 (+1.55%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
ATHGX vs FSMAX Comparison Chart
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VS
ATHGX vs. FSMAX commentary
Nov 23, 2024

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: 40B vs. ATHGX (6.43B). 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. ATHGX annual gain was more profitable for investors over the last year : 43.17 vs. FSMAX (40.44). FSMAX return over 5 years is better than : 59.28 vs. ATHGX (34.96).
ATHGXFSMAXATHGX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years13 years-
Gain YTD32.38924.865130%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B40B16%
Annual Yield % from dividends0.001.10-
Returns for 1 year43.1740.44107%
Returns for 3 years0.0310.110%
Returns for 5 years34.9659.2859%
Returns for 10 yearsN/A88.82-
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