ATHWX
Price
$19.60
Change
+$0.05 (+0.26%)
Updated
May 22 closing price
Net Assets
6B
FSMAX
Price
$87.12
Change
+$0.20 (+0.23%)
Updated
May 22 closing price
Net Assets
36.02B
Interact to see
Advertisement

ATHWX vs FSMAX

Header iconATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAXBanner chart's image
American Century Heritage R
Price$19.60
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets6B
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
ATHWX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ATHWX vs. FSMAX commentary
May 23, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. ATHWX (6B). FSMAX pays higher dividends than ATHWX: FSMAX (0.54) 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 : 6.44 vs. ATHWX (-3.27). FSMAX return over 5 years is better than : 63.33 vs. ATHWX (6.25).
ATHWXFSMAXATHWX / FSMAX
Total Expense Ratio1.500.044,286%
Annual Report Gross Expense Ratio1.500.044,286%
Fund Existence18 years14 years-
Gain YTD1.929-4.357-44%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6B36B17%
Annual Yield % from dividends0.000.54-
Returns for 1 year-3.276.44-51%
Returns for 3 years30.6835.0188%
Returns for 5 years6.2563.3310%
Returns for 10 years-20.3762.99-32%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RTRRX7.500.09
+1.21%
Royce Small-Cap Total Return R
BFINX17.86N/A
N/A
Baron FinTech Retail
VHCOX81.26N/A
N/A
Vanguard Capital Opportunity Inv
FGGBX2.62N/A
N/A
Templeton Global Balanced R6
AAUTX28.95-0.04
-0.14%
Thrivent Large Cap Value A