ATHWX
Price
$20.86
Change
-$0.01 (-0.05%)
Updated
Aug 15 closing price
Net Assets
6.34B
FSMAX
Price
$96.46
Change
-$0.29 (-0.30%)
Updated
Aug 15 closing price
Net Assets
39.63B
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ATHWX vs FSMAX

Header iconATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAXBanner chart's image
American Century Heritage R
Price$20.86
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets6.34B
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Aug 18, 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 ATHWX is a Buy and FSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. ATHWX (6.34B). FSMAX pays higher dividends than ATHWX: FSMAX (0.46) vs ATHWX (0.00). ATHWX was incepted earlier than FSMAX: ATHWX (18 years) vs FSMAX (14 years). ATHWX (1.50) is less costly to investors than FSMAX (0.04). ATHWX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than ATHWX: FSMAX (0) vs ATHWX (2500). FSMAX annual gain was more profitable for investors over the last year : 16.65 vs. ATHWX (2.61). FSMAX return over 5 years is better than : 52.87 vs. ATHWX (-0.14).
ATHWXFSMAXATHWX / FSMAX
Total Expense Ratio1.500.044,286%
Annual Report Gross Expense Ratio1.500.044,286%
Fund Existence18 years14 years-
Gain YTD8.7596.140143%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.34B39.6B16%
Annual Yield % from dividends0.000.46-
Returns for 1 year2.6116.6516%
Returns for 3 years19.7534.5457%
Returns for 5 years-0.1452.87-0%
Returns for 10 years-15.4484.94-18%
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