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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$45.99
Change-$0.34 (-0.73%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
BFGIX vs FSMAX Comparison Chart
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BFGIX vs. FSMAX commentary
Nov 18, 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 BFGIX is a Buy and FSMAX is a StrongSell.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. BFGIX (1.65B). FSMAX pays higher dividends than BFGIX: FSMAX (1.10) vs BFGIX (0.00). BFGIX was incepted earlier than FSMAX: BFGIX (15 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. BFGIX (5.84). FSMAX has a lower initial minimum investment than BFGIX: FSMAX (0) vs BFGIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 35.21 vs. BFGIX (31.51). BFGIX return over 5 years is better than : 133.45 vs. FSMAX (51.19).
| BFGIX | FSMAX | BFGIX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 20.740 | 18.499 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 40B | 4% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 31.51 | 35.21 | 90% |
| Returns for 3 years | -12.90 | -0.08 | 15,220% |
| Returns for 5 years | 133.45 | 51.19 | 261% |
| Returns for 10 years | 227.86 | 81.58 | 279% |
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