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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$49.53
Change-$1.13 (-2.23%)
VolumeN/A
Net Assets2.3B
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
BFGIX vs FSMAX Comparison Chart
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BFGIX vs. FSMAX commentary
Feb 23, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. BFGIX (2.3B). 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 : 30.31 vs. FSMAX (15.39). BFGIX return over 5 years is better than : 92.05 vs. FSMAX (41.45).
| 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 | 0.142 | 0.341 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 41.9B | 5% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 30.31 | 15.39 | 197% |
| Returns for 3 years | 27.13 | 24.35 | 111% |
| Returns for 5 years | 92.05 | 41.45 | 222% |
| Returns for 10 years | 241.23 | 72.15 | 334% |
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