BFGIX
Price
$54.00
Change
+$0.10 (+0.19%)
Updated
Aug 28 closing price
Net Assets
2.67B
FSMAX
Price
$99.75
Change
+$0.63 (+0.64%)
Updated
Aug 28 closing price
Net Assets
39.63B
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BFGIX vs FSMAX

Header iconBFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAXBanner chart's image
Baron Focused Growth Institutional
Price$54.00
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets2.67B
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
BFGIX vs FSMAX Comparison Chart in %
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BFGIX vs. FSMAX commentary
Aug 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. BFGIX (2.67B). FSMAX pays higher dividends than BFGIX: FSMAX (0.46) 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 : 32.86 vs. FSMAX (17.59). BFGIX (54.09) and FSMAX (52.77) have equivalent 5 years return.
BFGIXFSMAXBFGIX / FSMAX
Total Expense Ratio1.050.043,000%
Annual Report Gross Expense Ratio1.050.043,000%
Fund Existence16 years14 years-
Gain YTD8.9779.06799%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.67B39.6B7%
Annual Yield % from dividends0.000.46-
Returns for 1 year32.8617.59187%
Returns for 3 years41.4748.6785%
Returns for 5 years54.0952.77102%
Returns for 10 years286.99100.52286%
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