Interact to see
Advertisement
Advertisement
ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$15.47
Change-$0.16 (-1.02%)
VolumeN/A
Net Assets5.56B
Fidelity Extended Market Index
Price$103.15
Change-$0.39 (-0.38%)
VolumeN/A
Net Assets40.63B
ATHWX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHWX 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 ATHWX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. ATHWX (5.56B). FSMAX pays higher dividends than ATHWX: FSMAX (0.56) vs ATHWX (0.00). ATHWX was incepted earlier than FSMAX: ATHWX (18 years) vs FSMAX (14 years). ATHWX (1.50) is less costly to investors than FSMAX (0.04). ATHWX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than ATHWX: FSMAX (0) vs ATHWX (2500). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. ATHWX (-23.08). FSMAX return over 5 years is better than : 19.23 vs. ATHWX (-33.97).
| ATHWX | FSMAX | ATHWX / FSMAX | |
| Total Expense Ratio | 1.50 | 0.04 | 4,286% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 4,286% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -0.951 | 3.050 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 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 | -23.08 | 10.51 | -220% |
| Returns for 3 years | -8.60 | 48.06 | -18% |
| Returns for 5 years | -33.97 | 19.23 | -177% |
| Returns for 10 years | -9.86 | 157.02 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers