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BFGFX vs FSMAX
BFGFX vs FSMAX Comparison
Open Charts BFGFX vs FSMAX
Baron Focused Growth Retail
Price$50.48
Change+$0.50 (+1.00%)
VolumeN/A
Net Assets2.56B
Fidelity Extended Market Index
Price$94.95
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets39.63B
BFGFX vs FSMAX Comparison Chart in %
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BFGFX vs. FSMAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. BFGFX (2.56B). FSMAX pays higher dividends than BFGFX: FSMAX (0.46) vs BFGFX (0.00). BFGFX was incepted earlier than FSMAX: BFGFX (17 years) vs FSMAX (14 years). BFGFX (1.31) 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 : 37.65 vs. FSMAX (20.34). BFGFX return over 5 years is better than : 76.48 vs. FSMAX (51.31).
| BFGFX | FSMAX | BFGFX / FSMAX | |
| Total Expense Ratio | 1.31 | 0.04 | 3,743% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,743% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 5.867 | 4.456 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 39.6B | 6% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 37.65 | 20.34 | 185% |
| Returns for 3 years | 34.21 | 38.69 | 88% |
| Returns for 5 years | 76.48 | 51.31 | 149% |
| Returns for 10 years | 246.46 | 84.02 | 293% |
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