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ATHDX vs FSMAX
ATHDX vs FSMAX Comparison
Open Charts ATHDX vs FSMAX
American Century Heritage R6
Price$25.39
Change-$6.21 (-19.65%)
VolumeN/A
Net Assets5.64B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
ATHDX vs FSMAX Comparison Chart in %
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ATHDX vs. FSMAX commentary
Feb 04, 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 ATHDX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. ATHDX (5.64B). FSMAX pays higher dividends than ATHDX: FSMAX (0.56) vs ATHDX (0.00). ATHDX was incepted earlier than FSMAX: ATHDX (13 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: 62.00 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 : 10.51 vs. ATHDX (-15.11). FSMAX return over 5 years is better than : 19.23 vs. ATHDX (-17.56).
| ATHDX | FSMAX | ATHDX / FSMAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,857% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,857% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -0.859 | 3.050 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 40.6B | 14% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -15.11 | 10.51 | -144% |
| Returns for 3 years | 8.27 | 48.06 | 17% |
| Returns for 5 years | -17.56 | 19.23 | -91% |
| Returns for 10 years | 31.83 | 157.02 | 20% |
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