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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Aug 23, 2026
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: 40.1B vs. ATHWX (5.46B). FSMAX pays higher dividends than ATHWX: FSMAX (0.50) vs ATHWX (0.00). ATHWX was incepted earlier than FSMAX: ATHWX (19 years) vs FSMAX (15 years). ATHWX (1.50) is less costly to investors than FSMAX (0.04). ATHWX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). 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 : 23.68 vs. ATHWX (-19.03). FSMAX return over 5 years is better than : 40.14 vs. ATHWX (-31.86).
| 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 | 19 years | 15 years | - |
| Gain YTD | 6.527 | 16.937 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 40.1B | 14% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -19.03 | 23.68 | -80% |
| Returns for 3 years | -0.94 | 72.74 | -1% |
| Returns for 5 years | -31.86 | 40.14 | -79% |
| Returns for 10 years | -21.49 | 134.49 | -16% |
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