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ATHWX vs FSMAX
ATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAX
American Century Heritage R
Price$21.26
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.1B
Fidelity Extended Market Index
Price$102.29
Change+$1.54 (+1.53%)
VolumeN/A
Net Assets41.44B
ATHWX vs FSMAX Comparison Chart in %
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ATHWX vs. FSMAX commentary
Oct 21, 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 Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. ATHWX (6.1B). FSMAX pays higher dividends than ATHWX: FSMAX (0.44) 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 : 12.72 vs. ATHWX (-4.55). FSMAX return over 5 years is better than : 48.84 vs. ATHWX (-9.13).
| 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 | 9.437 | 10.860 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 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 | -4.55 | 12.72 | -36% |
| Returns for 3 years | 40.12 | 63.57 | 63% |
| Returns for 5 years | -9.13 | 48.84 | -19% |
| Returns for 10 years | -9.60 | 103.74 | -9% |
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