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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$51.44
Change-$0.03 (-0.06%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$95.75
Change-$1.12 (-1.16%)
VolumeN/A
CapitalizationN/A
BFGIX vs FSMAX Comparison Chart
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BFGIX vs. FSMAX commentary
Dec 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. BFGIX (1.95B). FSMAX pays higher dividends than BFGIX: FSMAX (1.10) vs BFGIX (0.00). BFGIX was incepted earlier than FSMAX: BFGIX (16 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). BFGIX annual gain was more profitable for investors over the last year : 36.23 vs. FSMAX (24.85). BFGIX return over 5 years is better than : 151.79 vs. FSMAX (54.67).
| BFGIX | FSMAX | BFGIX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 35.049 | 22.662 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 44.5B | 4% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 36.23 | 24.85 | 146% |
| Returns for 3 years | 18.66 | 15.90 | 117% |
| Returns for 5 years | 151.79 | 54.67 | 278% |
| Returns for 10 years | 260.32 | 88.57 | 294% |
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