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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$29.42
Change-$0.73 (-2.42%)
VolumeN/A
Net Assets5.92B
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX 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 ATHGX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. ATHGX (5.92B). FSMAX pays higher dividends than ATHGX: FSMAX (0.43) 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: 66.00 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 : 6.78 vs. ATHGX (-7.28). FSMAX return over 5 years is better than : 44.78 vs. ATHGX (1.80).
| 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 | 7.490 | 11.598 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 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 | -7.28 | 6.78 | -107% |
| Returns for 3 years | 38.25 | 53.30 | 72% |
| Returns for 5 years | 1.80 | 44.78 | 4% |
| Returns for 10 years | N/A | 108.36 | - |
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