BFGIX
Price
$52.81
Change
+$0.20 (+0.38%)
Updated
Oct 17 closing price
Net Assets
2.77B
FSMAX
Price
$100.75
Change
-$0.22 (-0.22%)
Updated
Oct 17 closing price
Net Assets
41.44B
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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$52.81
Change+$0.20 (+0.38%)
VolumeN/A
Net Assets2.77B
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
BFGIX vs FSMAX Comparison Chart in %
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BFGIX vs. FSMAX commentary
Oct 19, 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: 41.4B vs. BFGIX (2.77B). FSMAX pays higher dividends than BFGIX: FSMAX (0.44) 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: 15.00 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 : 22.65 vs. FSMAX (12.72). BFGIX (49.24) and FSMAX (48.84) 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 YTD6.78310.86062%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.77B41.4B7%
Annual Yield % from dividends0.000.44-
Returns for 1 year22.6512.72178%
Returns for 3 years69.0163.57109%
Returns for 5 years49.2448.84101%
Returns for 10 years305.10103.74294%
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