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BBGSX vs FSMAX
BBGSX vs FSMAX Comparison
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BBGSX vs FSMAX Comparison Chart in %
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BBGSX vs. FSMAX commentary
Sep 13, 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 BBGSX is a Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BBGSX (10.6B). FSMAX pays higher dividends than BBGSX: FSMAX (0.49) vs BBGSX (0.11). BBGSX was incepted earlier than FSMAX: BBGSX (11 years) vs FSMAX (15 years). BBGSX (0.66) is less costly to investors than FSMAX (0.04). BBGSX is a more actively managed with annual turnover of: 74.00 vs. FSMAX (23.00). BBGSX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 13.88 vs. BBGSX (-0.56). FSMAX return over 5 years is better than : 33.75 vs. BBGSX (-11.94).
| BBGSX | FSMAX | BBGSX / FSMAX | |
| Total Expense Ratio | 0.34 | 0.04 | 971% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,886% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 6.384 | 14.205 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 40.1B | 26% |
| Annual Yield % from dividends | 0.11 | 0.49 | 22% |
| Returns for 1 year | -0.56 | 13.88 | -4% |
| Returns for 3 years | 31.81 | 65.12 | 49% |
| Returns for 5 years | -11.94 | 33.75 | -35% |
| Returns for 10 years | 78.74 | 135.14 | 58% |
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