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BFGFX vs FSMAX
BFGFX vs FSMAX Comparison
Open Charts BFGFX vs FSMAX
Baron Focused Growth Retail
Price$47.36
Change-$1.74 (-3.54%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
BFGFX vs FSMAX Comparison Chart
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BFGFX vs. FSMAX commentary
Dec 19, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. BFGFX (1.95B). 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). BFGFX annual gain was more profitable for investors over the last year : 35.86 vs. FSMAX (24.85). BFGFX return over 5 years is better than : 146.12 vs. FSMAX (54.67).
| 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 | 34.705 | 22.662 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 44.5B | 4% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 35.86 | 24.85 | 144% |
| Returns for 3 years | 17.24 | 15.90 | 108% |
| Returns for 5 years | 146.12 | 54.67 | 267% |
| Returns for 10 years | 246.84 | 88.57 | 279% |
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