ATHYX
Price
$28.00
Change
-$0.03 (-0.11%)
Updated
May 9 closing price
Net Assets
5.87B
FSMAX
Price
$85.11
Change
-$0.05 (-0.06%)
Updated
May 9 closing price
Net Assets
36.02B
Ad is loading...

ATHYX vs FSMAX

Header iconATHYX vs FSMAX Comparison
Open Charts ATHYX vs FSMAXBanner chart's image
American Century Heritage Y
Price$28.00
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets5.87B
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
ATHYX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ATHYX vs. FSMAX commentary
May 11, 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 ATHYX is a Buy and FSMAX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. ATHYX (5.87B). FSMAX pays higher dividends than ATHYX: FSMAX (0.54) vs ATHYX (0.00). ATHYX was incepted earlier than FSMAX: ATHYX (8 years) vs FSMAX (14 years). ATHYX (0.65) is less costly to investors than FSMAX (0.04). ATHYX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (9.00). ATHYX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.91 vs. ATHYX (1.41). FSMAX return over 5 years is better than : 63.48 vs. ATHYX (25.81).
ATHYXFSMAXATHYX / FSMAX
Total Expense Ratio0.650.041,857%
Annual Report Gross Expense Ratio0.650.041,857%
Fund Existence8 years14 years-
Gain YTD-0.638-6.29410%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.87B36B16%
Annual Yield % from dividends0.000.54-
Returns for 1 year1.414.9129%
Returns for 3 years39.1834.94112%
Returns for 5 years25.8163.4841%
Returns for 10 yearsN/A62.41-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MMUKX23.37N/A
N/A
MFS Utilities R6
BRUHX15.38N/A
N/A
MFS Blended Research Value Equity I
FTMAX23.52N/A
N/A
First Trust Multi-Strategy Cl A
JCAPX53.85N/A
N/A
Janus Henderson Forty I
KGLAX16.96N/A
N/A
Kinetics Global Adv A