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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$20.82
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets5.92B
Fidelity Extended Market Index
Price$102.90
Change+$0.52 (+0.51%)
VolumeN/A
Net Assets41.03B
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Dec 06, 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 ATHWX is a Hold and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ATHWX (5.92B). FSMAX pays higher dividends than ATHWX: FSMAX (0.43) 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: 66.00 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 : 3.68 vs. ATHWX (-15.50). FSMAX return over 5 years is better than : 32.55 vs. ATHWX (-16.85).
| 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 | 8.551 | 12.654 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 41B | 14% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -15.50 | 3.68 | -421% |
| Returns for 3 years | 29.24 | 58.61 | 50% |
| Returns for 5 years | -16.85 | 32.55 | -52% |
| Returns for 10 years | -10.49 | 107.47 | -10% |
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