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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$24.45
Change-$6.17 (-20.15%)
VolumeN/A
Net Assets5.56B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX vs. FSMAX commentary
Feb 05, 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 ATHGX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. ATHGX (5.56B). FSMAX pays higher dividends than ATHGX: FSMAX (0.56) vs ATHGX (0.00). ATHGX was incepted earlier than FSMAX: ATHGX (9 years) vs FSMAX (14 years). ATHGX (0.80) is less costly to investors than FSMAX (0.04). ATHGX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (15.00). ATHGX (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. ATHGX (-15.75). FSMAX return over 5 years is better than : 19.23 vs. ATHGX (-19.12).
| ATHGX | FSMAX | ATHGX / FSMAX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,286% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,286% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.892 | 3.050 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 40.6B | 14% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -15.75 | 10.51 | -150% |
| Returns for 3 years | 6.82 | 48.06 | 14% |
| Returns for 5 years | -19.12 | 19.23 | -99% |
| Returns for 10 years | N/A | 157.02 | - |
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