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ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAX
American Century Heritage I
Price$27.13
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets5.87B
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
ATHIX vs FSMAX Comparison Chart
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ATHIX vs. FSMAX commentary
May 10, 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 ATHIX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. ATHIX (5.87B). FSMAX pays higher dividends than ATHIX: FSMAX (0.54) vs ATHIX (0.00). ATHIX was incepted earlier than FSMAX: ATHIX (28 years) vs FSMAX (14 years). ATHIX (0.80) is less costly to investors than FSMAX (0.04). ATHIX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than ATHIX: FSMAX (0) vs ATHIX (5000000). FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. ATHIX (-0.22). FSMAX return over 5 years is better than : 60.52 vs. ATHIX (21.80).
| ATHIX | FSMAX | ATHIX / FSMAX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,286% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,286% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -2.376 | -7.989 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 36B | 16% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -0.22 | 3.90 | -6% |
| Returns for 3 years | 37.96 | 32.38 | 117% |
| Returns for 5 years | 21.80 | 60.52 | 36% |
| Returns for 10 years | 1.37 | 59.20 | 2% |
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