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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$21.17
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets6.16B
Fidelity Extended Market Index
Price$102.37
Change+$0.30 (+0.29%)
VolumeN/A
Net Assets41.44B
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Oct 06, 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 StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. ATHWX (6.16B). FSMAX pays higher dividends than ATHWX: FSMAX (0.44) 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 : 19.82 vs. ATHWX (-0.33). FSMAX return over 5 years is better than : 59.68 vs. ATHWX (-2.22).
| 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 | 10.375 | 12.643 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 41.4B | 15% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -0.33 | 19.82 | -2% |
| Returns for 3 years | 35.79 | 62.26 | 57% |
| Returns for 5 years | -2.22 | 59.68 | -4% |
| Returns for 10 years | -6.53 | 111.43 | -6% |
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