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ATHIX vs FSMAX
ATHIX vs FSMAX Comparison
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ATHIX vs FSMAX Comparison Chart in %
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ATHIX vs. FSMAX commentary
Jun 16, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. ATHIX (5.46B). FSMAX pays higher dividends than ATHIX: FSMAX (0.50) vs ATHIX (0.00). ATHIX was incepted earlier than FSMAX: ATHIX (29 years) vs FSMAX (15 years). ATHIX (0.80) is less costly to investors than FSMAX (0.04). ATHIX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). 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 : 30.16 vs. ATHIX (-11.03). FSMAX return over 5 years is better than : 35.11 vs. ATHIX (-14.10).
| 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 | 29 years | 15 years | - |
| Gain YTD | 3.974 | 14.403 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 42.7B | 13% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -11.03 | 30.16 | -37% |
| Returns for 3 years | 9.48 | 67.22 | 14% |
| Returns for 5 years | -14.10 | 35.11 | -40% |
| Returns for 10 years | 15.81 | 147.10 | 11% |
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