ATHWX
Price
$21.22
Change
+$0.21 (+1.00%)
Updated
Sep 4 closing price
Net Assets
6.43B
FSMAX
Price
$99.49
Change
+$1.11 (+1.13%)
Updated
Sep 4 closing price
Net Assets
41.05B
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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$21.22
Change+$0.21 (+1.00%)
VolumeN/A
Net Assets6.43B
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ATHWX (6.43B). FSMAX pays higher dividends than ATHWX: FSMAX (0.44) 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 : 21.50 vs. ATHWX (6.56). FSMAX return over 5 years is better than : 59.13 vs. ATHWX (2.50).
ATHWXFSMAXATHWX / FSMAX
Total Expense Ratio1.500.044,286%
Annual Report Gross Expense Ratio1.500.044,286%
Fund Existence18 years14 years-
Gain YTD11.00110.057109%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B41B16%
Annual Yield % from dividends0.000.44-
Returns for 1 year6.5621.5030%
Returns for 3 years35.6956.8963%
Returns for 5 years2.5059.134%
Returns for 10 years-9.06101.70-9%
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