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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$50.14
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets2.11B
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
BFGIX vs FSMAX Comparison Chart
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BFGIX vs. FSMAX commentary
Jan 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. BFGIX (2.11B). 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 : 35.51 vs. FSMAX (26.14). BFGIX return over 5 years is better than : 129.26 vs. FSMAX (48.39).
| 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 | 1.375 | 3.994 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 40.8B | 5% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 35.51 | 26.14 | 136% |
| Returns for 3 years | 17.34 | 21.40 | 81% |
| Returns for 5 years | 129.26 | 48.39 | 267% |
| Returns for 10 years | 264.95 | 90.18 | 294% |