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BFGFX vs FSMAX
BFGFX vs FSMAX Comparison
Open Charts BFGFX vs FSMAX
Baron Focused Growth Retail
Price$41.42
Change-$1.42 (-3.31%)
VolumeN/A
Net Assets2.12B
Fidelity Extended Market Index
Price$76.01
Change-$3.55 (-4.46%)
VolumeN/A
Net Assets36.55B
BFGFX vs FSMAX Comparison Chart
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BFGFX vs. FSMAX commentary
Apr 11, 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 Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. BFGFX (2.12B). FSMAX pays higher dividends than BFGFX: FSMAX (0.53) 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 (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 : 17.50 vs. FSMAX (-1.02). BFGFX return over 5 years is better than : 135.77 vs. FSMAX (67.38).
| 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 | -9.257 | -12.456 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 36.5B | 6% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 17.50 | -1.02 | -1,714% |
| Returns for 3 years | 11.30 | 8.74 | 129% |
| Returns for 5 years | 135.77 | 67.38 | 201% |
| Returns for 10 years | 187.80 | 49.16 | 382% |
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