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BFGFX vs FSMAX
BFGFX vs FSMAX Comparison
Open Charts BFGFX vs FSMAX
Baron Focused Growth Retail
Price$49.36
Change+$0.78 (+1.61%)
VolumeN/A
Net Assets2.11B
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
BFGFX vs FSMAX Comparison Chart
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BFGFX vs. FSMAX commentary
Jan 31, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. BFGFX (2.11B). FSMAX pays higher dividends than BFGFX: FSMAX (1.10) vs BFGFX (0.00). BFGFX was incepted earlier than FSMAX: BFGFX (17 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. BFGFX (5.84). 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 : 37.54 vs. FSMAX (25.28). BFGFX return over 5 years is better than : 120.22 vs. FSMAX (54.34).
| BFGFX | FSMAX | BFGFX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 2.902 | 4.533 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 40.8B | 5% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 37.54 | 25.28 | 149% |
| Returns for 3 years | 21.57 | 24.87 | 87% |
| Returns for 5 years | 120.22 | 54.34 | 221% |
| Returns for 10 years | 251.34 | 89.07 | 282% |
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