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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$20.19
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets5.8B
Fidelity Extended Market Index
Price$96.79
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets41.46B
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Nov 20, 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: 41.5B vs. ATHWX (5.8B). FSMAX pays higher dividends than ATHWX: FSMAX (0.43) 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 (15.00). 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 : 3.62 vs. ATHWX (-13.52). FSMAX return over 5 years is better than : 33.53 vs. ATHWX (-16.16).
| 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 | 4.692 | 6.492 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 41.5B | 14% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -13.52 | 3.62 | -373% |
| Returns for 3 years | 26.93 | 49.92 | 54% |
| Returns for 5 years | -16.16 | 33.53 | -48% |
| Returns for 10 years | -13.78 | 94.09 | -15% |
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