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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$18.21
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets5.61B
Fidelity Extended Market Index
Price$82.61
Change+$0.47 (+0.57%)
VolumeN/A
Net Assets36.02B
ATHWX vs FSMAX Comparison Chart
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ATHWX vs. FSMAX commentary
May 02, 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: 36B vs. ATHWX (5.61B). 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 : 5.29 vs. ATHWX (-6.97). FSMAX return over 5 years is better than : 68.13 vs. ATHWX (9.99).
| 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 | -5.318 | -9.617 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.61B | 36B | 16% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -6.97 | 5.29 | -132% |
| Returns for 3 years | 9.99 | 18.84 | 53% |
| Returns for 5 years | 9.99 | 68.13 | 15% |
| Returns for 10 years | -25.05 | 56.24 | -45% |
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