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ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAX
American Century Heritage I
Price$29.29
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets6.21B
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
ATHIX vs FSMAX Comparison Chart
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ATHIX vs. FSMAX commentary
Jun 07, 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: 37.6B vs. ATHIX (6.21B). FSMAX pays higher dividends than ATHIX: FSMAX (0.50) 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 : 11.97 vs. ATHIX (8.23). FSMAX return over 5 years is better than : 51.39 vs. ATHIX (20.94).
| 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 | 6.177 | -1.551 | -398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.21B | 37.6B | 17% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 8.23 | 11.97 | 69% |
| Returns for 3 years | 36.19 | 30.47 | 119% |
| Returns for 5 years | 20.94 | 51.39 | 41% |
| Returns for 10 years | 10.29 | 69.53 | 15% |
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