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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$42.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
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BFGUX vs FSMAX Comparison Chart
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BFGUX 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 BFGUX is a StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. BFGUX (1.55B). FSMAX pays higher dividends than BFGUX: FSMAX (1.10) vs BFGUX (0.00). BFGUX was incepted earlier than FSMAX: BFGUX (8 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. BFGUX (5.84). FSMAX has a lower initial minimum investment than BFGUX: FSMAX (0) vs BFGUX (5000000). FSMAX annual gain was more profitable for investors over the last year : 23.73 vs. BFGUX (15.20). BFGUX return over 5 years is better than : 121.89 vs. FSMAX (44.02).
| BFGUX | FSMAX | BFGUX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 9.549 | 9.775 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 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 | 15.20 | 23.73 | 64% |
| Returns for 3 years | -13.59 | -1.61 | 845% |
| Returns for 5 years | 121.89 | 44.02 | 277% |
| Returns for 10 years | N/A | 70.23 | - |