ATHAX
Price
$16.80
Change
-$0.10 (-0.59%)
Updated
Jan 14 closing price
Net Assets
5.83B
FSMAX
Price
$105.74
Change
+$0.17 (+0.16%)
Updated
Jan 14 closing price
Net Assets
40.06B
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ATHAX vs FSMAX

Header iconATHAX vs FSMAX Comparison
Open Charts ATHAX vs FSMAXBanner chart's image
American Century Heritage A
Price$16.80
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets5.83B
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
ATHAX vs FSMAX Comparison Chart in %
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ATHAX vs. FSMAX commentary
Jan 15, 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 ATHAX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. ATHAX (5.83B). FSMAX pays higher dividends than ATHAX: FSMAX (0.57) vs ATHAX (0.00). ATHAX was incepted earlier than FSMAX: ATHAX (29 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 : 15.86 vs. ATHAX (-15.32). FSMAX return over 5 years is better than : 25.65 vs. ATHAX (-27.71).
ATHAXFSMAXATHAX / FSMAX
Total Expense Ratio1.250.043,571%
Annual Report Gross Expense Ratio1.250.043,571%
Fund Existence29 years14 years-
Gain YTD3.3854.86770%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.83B40.1B15%
Annual Yield % from dividends0.000.57-
Returns for 1 year-15.3215.86-97%
Returns for 3 years2.8260.225%
Returns for 5 years-27.7125.65-108%
Returns for 10 years-6.25156.70-4%
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