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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
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BFGIX vs FSMAX Comparison Chart in %
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BFGIX vs. FSMAX commentary
Aug 18, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BFGIX (5.34B). FSMAX pays higher dividends than BFGIX: FSMAX (0.50) vs BFGIX (0.00). BFGIX was incepted earlier than FSMAX: BFGIX (17 years) vs FSMAX (15 years). BFGIX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BFGIX (8.00). 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 : 25.93 vs. BFGIX (24.31). BFGIX (42.19) and FSMAX (40.97) have equivalent 5 years return.
| BFGIX | FSMAX | BFGIX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 3,000% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 9.244 | 20.344 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 40.1B | 13% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 24.31 | 25.93 | 94% |
| Returns for 3 years | 86.29 | 74.27 | 116% |
| Returns for 5 years | 42.19 | 40.97 | 103% |
| Returns for 10 years | 378.79 | 144.05 | 263% |