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ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAX
American Century Heritage I
Price$28.68
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets6.23B
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
ATHIX vs FSMAX Comparison Chart
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ATHIX vs. FSMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. ATHIX (6.23B). FSMAX pays higher dividends than ATHIX: FSMAX (1.10) vs ATHIX (0.00). ATHIX was incepted earlier than FSMAX: ATHIX (28 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 : 26.14 vs. ATHIX (17.20). FSMAX return over 5 years is better than : 48.39 vs. ATHIX (21.63).
| ATHIX | FSMAX | ATHIX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 4.825 | 3.994 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 40.8B | 15% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 17.20 | 26.14 | 66% |
| Returns for 3 years | 15.60 | 21.40 | 73% |
| Returns for 5 years | 21.63 | 48.39 | 45% |
| Returns for 10 years | 19.20 | 90.18 | 21% |