Ad is loading...
ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$21.14
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ATHWX vs FSMAX Comparison Chart
Loading...
ATHWX vs. FSMAX commentary
Sep 21, 2024
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: 41.9B vs. ATHWX (5.94B). 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 (28.78) and ATHWX (28.35) have marching annual gain over last year. FSMAX return over 5 years is better than : 45.86 vs. ATHWX (6.55).
| ATHWX | FSMAX | ATHWX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 15.646 | 11.184 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 41.9B | 14% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 28.35 | 28.78 | 99% |
| Returns for 3 years | -14.41 | 1.47 | -983% |
| Returns for 5 years | 6.55 | 45.86 | 14% |
| Returns for 10 years | -16.77 | 76.52 | -22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers