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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$44.15
Change-$2.39 (-5.14%)
VolumeN/A
Net Assets2.21B
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
BFGUX vs FSMAX Comparison Chart
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BFGUX vs. FSMAX commentary
Apr 04, 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 BFGUX is a StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. BFGUX (2.21B). FSMAX pays higher dividends than BFGUX: FSMAX (0.53) vs BFGUX (0.00). BFGUX was incepted earlier than FSMAX: BFGUX (9 years) vs FSMAX (14 years). BFGUX (1.06) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BFGUX (5.84). FSMAX has a lower initial minimum investment than BFGUX: FSMAX (0) vs BFGUX (5000000). BFGUX annual gain was more profitable for investors over the last year : 20.38 vs. FSMAX (3.80). BFGUX return over 5 years is better than : 192.83 vs. FSMAX (106.28).
| BFGUX | FSMAX | BFGUX / FSMAX | |
| Total Expense Ratio | 1.06 | 0.04 | 3,029% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 3,029% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -7.535 | -6.855 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 36.5B | 6% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 20.38 | 3.80 | 537% |
| Returns for 3 years | 7.59 | 8.54 | 89% |
| Returns for 5 years | 192.83 | 106.28 | 181% |
| Returns for 10 years | N/A | 57.10 | - |
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