ATHWX
Price
$19.69
Change
-$0.69 (-3.39%)
Updated
Feb 21 closing price
Net Assets
6.04B
FSMAX
Price
$91.19
Change
-$2.88 (-3.06%)
Updated
Feb 21 closing price
Net Assets
41.92B
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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$19.69
Change-$0.69 (-3.39%)
VolumeN/A
Net Assets6.04B
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
ATHWX vs FSMAX Comparison Chart
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VS
ATHWX vs. FSMAX commentary
Feb 23, 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.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. ATHWX (6.04B). 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 : 15.39 vs. ATHWX (0.36). FSMAX return over 5 years is better than : 41.45 vs. ATHWX (0.56).
ATHWXFSMAXATHWX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years13 years-
Gain YTD2.6590.341780%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.04B41.9B14%
Annual Yield % from dividends0.001.10-
Returns for 1 year0.3615.392%
Returns for 3 years11.2424.3546%
Returns for 5 years0.5641.451%
Returns for 10 years-18.3072.15-25%
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