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ATHAX vs FSMAX
ATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAX
American Century Heritage A
Price$20.96
Change-$0.52 (-2.42%)
VolumeN/A
Net Assets5.92B
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
ATHAX vs FSMAX Comparison Chart in %
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ATHAX vs. FSMAX commentary
Nov 14, 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 ATHAX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. ATHAX (5.92B). FSMAX pays higher dividends than ATHAX: FSMAX (0.43) vs ATHAX (0.00). ATHAX was incepted earlier than FSMAX: ATHAX (28 years) vs FSMAX (14 years). ATHAX (1.25) is less costly to investors than FSMAX (0.04). ATHAX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than ATHAX: FSMAX (0) vs ATHAX (2500). FSMAX annual gain was more profitable for investors over the last year : 7.45 vs. ATHAX (-11.71). FSMAX return over 5 years is better than : 44.70 vs. ATHAX (-10.73).
| ATHAX | FSMAX | ATHAX / FSMAX | |
| Total Expense Ratio | 1.25 | 0.04 | 3,571% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,571% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 7.103 | 11.532 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 41.5B | 14% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -11.71 | 7.45 | -157% |
| Returns for 3 years | 30.11 | 55.42 | 54% |
| Returns for 5 years | -10.73 | 44.70 | -24% |
| Returns for 10 years | -7.42 | 106.36 | -7% |
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