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BFGFX vs FSMAX
BFGFX vs FSMAX Comparison
Open Charts BFGFX vs FSMAX
Baron Focused Growth Retail
Price$40.53
Change-$0.13 (-0.32%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
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BFGFX vs FSMAX Comparison Chart
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BFGFX vs. FSMAX commentary
Sep 21, 2024
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: 41.9B vs. BFGFX (1.55B). FSMAX pays higher dividends than BFGFX: FSMAX (1.10) vs BFGFX (0.00). BFGFX was incepted earlier than FSMAX: BFGFX (16 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). FSMAX annual gain was more profitable for investors over the last year : 28.78 vs. BFGFX (20.77). BFGFX return over 5 years is better than : 120.51 vs. FSMAX (45.86).
| BFGFX | FSMAX | BFGFX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 11.193 | 11.184 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 41.9B | 4% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 20.77 | 28.78 | 72% |
| Returns for 3 years | -11.51 | 1.47 | -785% |
| Returns for 5 years | 120.51 | 45.86 | 263% |
| Returns for 10 years | 193.76 | 76.52 | 253% |
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