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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$21.44
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets6.53B
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. ATHWX (6.53B). FSMAX pays higher dividends than ATHWX: FSMAX (0.47) 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 : 15.33 vs. ATHWX (8.34). FSMAX return over 5 years is better than : 61.91 vs. ATHWX (5.36).
| ATHWX | FSMAX | ATHWX / FSMAX | |
| Total Expense Ratio | 1.50 | 0.04 | 4,286% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 4,286% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 11.783 | 6.195 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 39.2B | 17% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 8.34 | 15.33 | 54% |
| Returns for 3 years | 42.08 | 51.73 | 81% |
| Returns for 5 years | 5.36 | 61.91 | 9% |
| Returns for 10 years | -11.84 | 86.12 | -14% |
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