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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$52.30
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets2.56B
Fidelity Extended Market Index
Price$94.35
Change-$1.02 (-1.07%)
VolumeN/A
Net Assets39.17B
BFGIX vs FSMAX Comparison Chart in %
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BFGIX vs. FSMAX commentary
Jul 13, 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 BFGIX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BFGIX (2.56B). FSMAX pays higher dividends than BFGIX: FSMAX (0.47) vs BFGIX (0.00). BFGIX was incepted earlier than FSMAX: BFGIX (16 years) vs FSMAX (14 years). BFGIX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BFGIX (6.00). FSMAX has a lower initial minimum investment than BFGIX: FSMAX (0) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 31.95 vs. FSMAX (15.88). BFGIX return over 5 years is better than : 89.31 vs. FSMAX (62.86).
| BFGIX | FSMAX | BFGIX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 3,000% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 5.297 | 4.941 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 39.2B | 7% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 31.95 | 15.88 | 201% |
| Returns for 3 years | 52.50 | 54.95 | 96% |
| Returns for 5 years | 89.31 | 62.86 | 142% |
| Returns for 10 years | 235.98 | 78.62 | 300% |
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