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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$19.60
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets6B
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
ATHWX vs FSMAX Comparison Chart
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ATHWX vs. FSMAX commentary
May 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. ATHWX (6B). FSMAX pays higher dividends than ATHWX: FSMAX (0.54) 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 : 6.44 vs. ATHWX (-3.27). FSMAX return over 5 years is better than : 63.33 vs. ATHWX (6.25).
| 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 | 1.929 | -4.357 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6B | 36B | 17% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -3.27 | 6.44 | -51% |
| Returns for 3 years | 30.68 | 35.01 | 88% |
| Returns for 5 years | 6.25 | 63.33 | 10% |
| Returns for 10 years | -20.37 | 62.99 | -32% |
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