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BFGFX vs FSMAX
BFGFX vs FSMAX Comparison
Open Charts BFGFX vs FSMAX
Baron Focused Growth Retail
Price$45.69
Change+$0.13 (+0.29%)
VolumeN/A
Net Assets2.16B
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
BFGFX vs FSMAX Comparison Chart
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BFGFX vs. FSMAX commentary
May 12, 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 BFGFX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. BFGFX (2.16B). FSMAX pays higher dividends than BFGFX: FSMAX (0.54) vs BFGFX (0.00). BFGFX was incepted earlier than FSMAX: BFGFX (17 years) vs FSMAX (14 years). BFGFX (1.32) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BFGFX (6.00). FSMAX has a lower initial minimum investment than BFGFX: FSMAX (0) vs BFGFX (2000). BFGFX annual gain was more profitable for investors over the last year : 27.52 vs. FSMAX (4.85). BFGFX return over 5 years is better than : 125.07 vs. FSMAX (63.38).
| BFGFX | FSMAX | BFGFX / FSMAX | |
| Total Expense Ratio | 1.32 | 0.04 | 3,771% |
| Annual Report Gross Expense Ratio | 1.32 | 0.04 | 3,771% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -3.220 | -6.349 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 36B | 6% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 27.52 | 4.85 | 568% |
| Returns for 3 years | 34.98 | 34.86 | 100% |
| Returns for 5 years | 125.07 | 63.38 | 197% |
| Returns for 10 years | 206.13 | 62.32 | 331% |
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