ATHIX
Price
$30.11
Change
-$0.02 (-0.07%)
Updated
Oct 17 closing price
Net Assets
6.1B
FSMAX
Price
$100.75
Change
-$0.22 (-0.22%)
Updated
Oct 17 closing price
Net Assets
41.44B
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ATHIX vs FSMAX

Header iconATHIX vs FSMAX Comparison
Open Charts ATHIX vs FSMAXBanner chart's image
American Century Heritage I
Price$30.11
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
ATHIX vs FSMAX Comparison Chart in %
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VS
ATHIX 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 ATHIX is a Buy and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. ATHIX (6.1B). FSMAX pays higher dividends than ATHIX: FSMAX (0.44) vs ATHIX (0.00). ATHIX was incepted earlier than FSMAX: ATHIX (28 years) vs FSMAX (14 years). ATHIX (0.80) is less costly to investors than FSMAX (0.04). ATHIX is a more actively managed with annual turnover of: 66.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than ATHIX: FSMAX (0) vs ATHIX (5000000). FSMAX annual gain was more profitable for investors over the last year : 12.97 vs. ATHIX (0.84). FSMAX return over 5 years is better than : 49.17 vs. ATHIX (5.50).
ATHIXFSMAXATHIX / FSMAX
Total Expense Ratio0.800.042,286%
Annual Report Gross Expense Ratio0.800.042,286%
Fund Existence28 years14 years-
Gain YTD10.05111.10391%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.1B41.4B15%
Annual Yield % from dividends0.000.44-
Returns for 1 year0.8412.976%
Returns for 3 years50.4763.9279%
Returns for 5 years5.5049.1711%
Returns for 10 years18.87104.1918%
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