ATHWX
Price
$16.11
Change
-$0.02 (-0.12%)
Updated
Dec 26 closing price
Net Assets
5.79B
FSMAX
Price
$102.71
Change
-$0.26 (-0.25%)
Updated
Dec 26 closing price
Net Assets
41.03B
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ATHWX vs FSMAX

Header iconATHWX vs FSMAX Comparison
Open Charts ATHWX vs FSMAXBanner chart's image
American Century Heritage R
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.79B
Fidelity Extended Market Index
Price$102.71
Change-$0.26 (-0.25%)
VolumeN/A
Net Assets41.03B
ATHWX vs FSMAX Comparison Chart in %
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VS
ATHWX vs. FSMAX commentary
Dec 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ATHWX (5.79B). 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 : 11.05 vs. ATHWX (-18.49). FSMAX return over 5 years is better than : 26.24 vs. ATHWX (-28.88).
ATHWXFSMAXATHWX / FSMAX
Total Expense Ratio1.500.044,286%
Annual Report Gross Expense Ratio1.500.044,286%
Fund Existence18 years14 years-
Gain YTD-15.90213.303-120%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.79B41B14%
Annual Yield % from dividends0.000.43-
Returns for 1 year-18.4911.05-167%
Returns for 3 years4.9466.567%
Returns for 5 years-28.8826.24-110%
Returns for 10 years-20.35119.46-17%
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