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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$42.44
Change-$0.13 (-0.31%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
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BFGIX vs FSMAX Comparison Chart
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BFGIX vs. FSMAX commentary
Sep 21, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. BFGIX (1.55B). 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 : 28.78 vs. BFGIX (21.08). BFGIX return over 5 years is better than : 125.62 vs. FSMAX (45.86).
| 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 | 11.420 | 11.184 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 41.9B | 4% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 21.08 | 28.78 | 73% |
| Returns for 3 years | -10.01 | 1.47 | -683% |
| Returns for 5 years | 125.62 | 45.86 | 274% |
| Returns for 10 years | 205.15 | 76.52 | 268% |
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