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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$20.15
Change-$0.23 (-1.13%)
VolumeN/A
Net Assets6.15B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
ATHWX vs FSMAX Comparison Chart
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ATHWX vs. FSMAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. ATHWX (6.15B). FSMAX pays higher dividends than ATHWX: FSMAX (0.50) 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 : 11.48 vs. ATHWX (0.55). FSMAX return over 5 years is better than : 60.48 vs. ATHWX (8.63).
| 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 | 5.057 | -2.080 | -243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 37.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 0.55 | 11.48 | 5% |
| Returns for 3 years | 42.71 | 47.57 | 90% |
| Returns for 5 years | 8.63 | 60.48 | 14% |
| Returns for 10 years | -17.49 | 66.64 | -26% |
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