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ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAX
American Century Heritage I
Price$30.33
Change+$0.38 (+1.27%)
VolumeN/A
Net Assets6.45B
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
ATHIX vs FSMAX Comparison Chart in %
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ATHIX vs. FSMAX commentary
Jul 06, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. ATHIX (6.45B). 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 : 18.61 vs. ATHIX (10.49). FSMAX return over 5 years is better than : 64.88 vs. ATHIX (25.69).
| 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 | 10.855 | 4.632 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 39.2B | 16% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 10.49 | 18.61 | 56% |
| Returns for 3 years | 57.39 | 54.62 | 105% |
| Returns for 5 years | 25.69 | 64.88 | 40% |
| Returns for 10 years | 14.80 | 81.19 | 18% |
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