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ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAX
American Century Heritage I
Price$26.64
Change-$0.47 (-1.73%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$81.32
Change-$1.40 (-1.69%)
VolumeN/A
CapitalizationN/A
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ATHIX vs FSMAX Comparison Chart
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ATHIX vs. FSMAX commentary
Sep 08, 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 ATHIX is a StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. ATHIX (5.52B). FSMAX pays higher dividends than ATHIX: FSMAX (1.10) vs ATHIX (0.00). ATHIX was incepted earlier than FSMAX: ATHIX (27 years) vs FSMAX (13 years). ATHIX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (18.00). 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 : 17.00 vs. ATHIX (15.12). FSMAX return over 5 years is better than : 41.51 vs. ATHIX (12.21).
| ATHIX | FSMAX | ATHIX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 9.802 | 5.970 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.52B | 41.9B | 13% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 15.12 | 17.00 | 89% |
| Returns for 3 years | -17.40 | -7.22 | 241% |
| Returns for 5 years | 12.21 | 41.51 | 29% |
| Returns for 10 years | -3.14 | 61.60 | -5% |
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