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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$52.34
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets2.56B
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
BFGUX vs FSMAX Comparison Chart in %
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BFGUX vs. FSMAX commentary
Jul 17, 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 Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BFGUX (2.56B). FSMAX pays higher dividends than BFGUX: FSMAX (0.47) vs BFGUX (0.00). BFGUX was incepted earlier than FSMAX: BFGUX (9 years) vs FSMAX (14 years). BFGUX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BFGUX (6.00). 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 : 27.43 vs. FSMAX (8.54). BFGUX return over 5 years is better than : 88.36 vs. FSMAX (56.52).
| BFGUX | FSMAX | BFGUX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 3,000% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.293 | 3.070 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 39.2B | 7% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 27.43 | 8.54 | 321% |
| Returns for 3 years | 50.38 | 51.26 | 98% |
| Returns for 5 years | 88.36 | 56.52 | 156% |
| Returns for 10 years | N/A | 76.23 | - |
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