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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$20.10
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets6.23B
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
ATHWX vs FSMAX Comparison Chart
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ATHWX vs. FSMAX commentary
Jan 19, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. ATHWX (6.23B). FSMAX pays higher dividends than ATHWX: FSMAX (1.10) vs ATHWX (0.00). ATHWX was incepted earlier than FSMAX: ATHWX (17 years) vs FSMAX (13 years). ATHWX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (18.00). 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 : 26.14 vs. ATHWX (10.99). FSMAX return over 5 years is better than : 48.39 vs. ATHWX (4.74).
| ATHWX | FSMAX | ATHWX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 4.797 | 3.994 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 40.8B | 15% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 10.99 | 26.14 | 42% |
| Returns for 3 years | 7.37 | 21.40 | 34% |
| Returns for 5 years | 4.74 | 48.39 | 10% |
| Returns for 10 years | -9.34 | 90.18 | -10% |