ATHWX
Price
$21.44
Change
+$0.21 (+0.99%)
Updated
Jul 25 closing price
Net Assets
6.53B
FSMAX
Price
$96.51
Change
+$0.65 (+0.68%)
Updated
Jul 25 closing price
Net Assets
39.17B
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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$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.

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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).
ATHWXFSMAXATHWX / FSMAX
Total Expense Ratio1.500.044,286%
Annual Report Gross Expense Ratio1.500.044,286%
Fund Existence18 years14 years-
Gain YTD11.7836.195190%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.53B39.2B17%
Annual Yield % from dividends0.000.47-
Returns for 1 year8.3415.3354%
Returns for 3 years42.0851.7381%
Returns for 5 years5.3661.919%
Returns for 10 years-11.8486.12-14%
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