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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$15.75
Change-$1.15 (-6.80%)
VolumeN/A
Net Assets4.87B
Fidelity Extended Market Index
Price$74.62
Change-$4.12 (-5.23%)
VolumeN/A
Net Assets36.55B
ATHWX vs FSMAX Comparison Chart
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ATHWX vs. FSMAX commentary
Apr 07, 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.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. ATHWX (4.87B). FSMAX pays higher dividends than ATHWX: FSMAX (0.53) 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: 51.00 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 : -7.52 vs. ATHWX (-21.49). FSMAX return over 5 years is better than : 81.84 vs. ATHWX (14.71).
| 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 | -17.883 | -17.892 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 36.5B | 13% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -21.49 | -7.52 | 286% |
| Returns for 3 years | -14.77 | -1.92 | 771% |
| Returns for 5 years | 14.71 | 81.84 | 18% |
| Returns for 10 years | -35.45 | 39.20 | -90% |
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