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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$50.70
Change+$0.36 (+0.72%)
VolumeN/A
Net Assets2.44B
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
BFGIX vs FSMAX Comparison Chart
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BFGIX vs. FSMAX commentary
Jun 07, 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: 37.6B vs. BFGIX (2.44B). FSMAX pays higher dividends than BFGIX: FSMAX (0.50) 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 : 32.61 vs. FSMAX (11.97). BFGIX return over 5 years is better than : 112.32 vs. FSMAX (51.39).
| 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 | 1.779 | -1.551 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 37.6B | 6% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 32.61 | 11.97 | 272% |
| Returns for 3 years | 36.98 | 30.47 | 121% |
| Returns for 5 years | 112.32 | 51.39 | 219% |
| Returns for 10 years | 232.01 | 69.53 | 334% |
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