ATHWX
Price
$20.50
Change
-$0.51 (-2.43%)
Updated
Nov 13 closing price
Net Assets
6.07B
FSMAX
Price
$98.68
Change
-$2.68 (-2.64%)
Updated
Nov 13 closing price
Net Assets
41.46B
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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$20.50
Change-$0.51 (-2.43%)
VolumeN/A
Net Assets6.07B
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
ATHWX vs FSMAX Comparison Chart in %
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VS
ATHWX vs. FSMAX commentary
Nov 14, 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: 41.5B vs. ATHWX (6.07B). 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 : 7.45 vs. ATHWX (-12.21). FSMAX return over 5 years is better than : 44.70 vs. ATHWX (-12.32).
ATHWXFSMAXATHWX / FSMAX
Total Expense Ratio1.500.044,286%
Annual Report Gross Expense Ratio1.500.044,286%
Fund Existence18 years14 years-
Gain YTD6.88211.53260%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.07B41.5B15%
Annual Yield % from dividends0.000.43-
Returns for 1 year-12.217.45-164%
Returns for 3 years28.7755.4252%
Returns for 5 years-12.3244.70-28%
Returns for 10 years-10.05106.36-9%
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