ATHDX
Price
$26.15
Change
-$0.03 (-0.11%)
Updated
Dec 26 closing price
Net Assets
5.79B
FSMAX
Price
$102.71
Change
-$0.26 (-0.25%)
Updated
Dec 26 closing price
Net Assets
41.03B
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ATHDX vs FSMAX

Header iconATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAXBanner chart's image
American Century Heritage R6
Price$26.15
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets5.79B
Fidelity Extended Market Index
Price$102.71
Change-$0.26 (-0.25%)
VolumeN/A
Net Assets41.03B
ATHDX vs FSMAX Comparison Chart in %
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ATHDX vs. FSMAX commentary
Dec 27, 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 ATHDX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ATHDX (5.79B). FSMAX pays higher dividends than ATHDX: FSMAX (0.43) vs ATHDX (0.00). ATHDX was incepted earlier than FSMAX: ATHDX (12 years) vs FSMAX (14 years). ATHDX (0.65) is less costly to investors than FSMAX (0.04). ATHDX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (15.00). ATHDX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.05 vs. ATHDX (-10.03). FSMAX return over 5 years is better than : 26.24 vs. ATHDX (-11.22).
ATHDXFSMAXATHDX / FSMAX
Total Expense Ratio0.650.041,857%
Annual Report Gross Expense Ratio0.650.041,857%
Fund Existence12 years14 years-
Gain YTD-7.19613.303-54%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.79B41B14%
Annual Yield % from dividends0.000.43-
Returns for 1 year-10.0311.05-91%
Returns for 3 years24.3166.5637%
Returns for 5 years-11.2226.24-43%
Returns for 10 years16.51119.4614%
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