ATHIX
Price
$30.52
Change
+$0.12 (+0.39%)
Updated
Sep 5 closing price
Net Assets
6.43B
FSMAX
Price
$99.49
Change
+$1.11 (+1.13%)
Updated
Sep 4 closing price
Net Assets
41.05B
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ATHIX vs FSMAX

Header iconATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAXBanner chart's image
American Century Heritage I
Price$30.52
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets6.43B
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
ATHIX vs FSMAX Comparison Chart in %
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ATHIX vs. FSMAX commentary
Sep 08, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ATHIX (6.43B). FSMAX pays higher dividends than ATHIX: FSMAX (0.44) 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 : 21.50 vs. ATHIX (12.58). FSMAX return over 5 years is better than : 59.13 vs. ATHIX (19.03).
ATHIXFSMAXATHIX / FSMAX
Total Expense Ratio0.800.042,286%
Annual Report Gross Expense Ratio0.800.042,286%
Fund Existence28 years14 years-
Gain YTD11.55010.057115%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B41B16%
Annual Yield % from dividends0.000.44-
Returns for 1 year12.5821.5059%
Returns for 3 years45.6856.8980%
Returns for 5 years19.0359.1332%
Returns for 10 years19.59101.7019%
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