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ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAX
American Century Heritage I
Price$23.67
Change-$0.97 (-3.94%)
VolumeN/A
Net Assets5.33B
Fidelity Extended Market Index
Price$76.01
Change-$3.55 (-4.46%)
VolumeN/A
Net Assets36.55B
ATHIX vs FSMAX Comparison Chart
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ATHIX vs. FSMAX commentary
Apr 11, 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 Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. ATHIX (5.33B). FSMAX pays higher dividends than ATHIX: FSMAX (0.53) 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: 51.00 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 : -1.02 vs. ATHIX (-10.17). FSMAX return over 5 years is better than : 67.38 vs. ATHIX (25.65).
| 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 | -9.942 | -12.456 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 36.5B | 15% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -10.17 | -1.02 | 996% |
| Returns for 3 years | 4.45 | 8.74 | 51% |
| Returns for 5 years | 25.65 | 67.38 | 38% |
| Returns for 10 years | -7.72 | 49.16 | -16% |
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