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ATHGX vs FSMAX
ATHGX vs FSMAX Comparison
Open Charts ATHGX vs FSMAX
American Century Heritage R5
Price$30.12
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets6.1B
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
ATHGX vs FSMAX Comparison Chart in %
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ATHGX vs. FSMAX commentary
Oct 19, 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 Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. ATHGX (6.1B). FSMAX pays higher dividends than ATHGX: FSMAX (0.44) 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 : 12.72 vs. ATHGX (0.87). FSMAX return over 5 years is better than : 48.84 vs. ATHGX (5.54).
| 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 | 10.047 | 10.860 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 41.4B | 15% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 0.87 | 12.72 | 7% |
| Returns for 3 years | 50.45 | 63.57 | 79% |
| Returns for 5 years | 5.54 | 48.84 | 11% |
| Returns for 10 years | N/A | 103.74 | - |
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