Interact to see
Advertisement
Advertisement
ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAX
American Century Heritage I
Price$30.70
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets6.47B
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
ATHIX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHIX vs. FSMAX commentary
Jul 26, 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: 39.2B vs. ATHIX (6.47B). FSMAX pays higher dividends than ATHIX: FSMAX (0.47) 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 : 14.55 vs. ATHIX (13.31). FSMAX return over 5 years is better than : 60.82 vs. ATHIX (21.12).
| 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 | 11.111 | 5.480 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.47B | 39.2B | 17% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 13.31 | 14.55 | 91% |
| Returns for 3 years | 51.02 | 50.71 | 101% |
| Returns for 5 years | 21.12 | 60.82 | 35% |
| Returns for 10 years | 14.76 | 84.87 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CWIFX | 72.19 | 0.04 | +0.06% |
| American Funds Capital World Gr&Inc 529F | |||
| HSCCX | 2.64 | N/A | N/A |
| Carillon Eagle Small Cap Growth C | |||
| MYSIX | 19.24 | N/A | N/A |
| Victory Trivalent International Sm-Cp Y | |||
| MLOZX | 8.93 | N/A | N/A |
| Cohen & Steers Future of Energy Z | |||
| RMLPX | 24.52 | -0.05 | -0.20% |
| Recurrent MLP & Infrastructure Class I | |||