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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$49.65
Change-$1.83 (-3.55%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
BFGUX vs FSMAX Comparison Chart
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BFGUX vs. FSMAX commentary
Dec 19, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. BFGUX (1.95B). 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). BFGUX annual gain was more profitable for investors over the last year : 36.23 vs. FSMAX (24.85). BFGUX return over 5 years is better than : 151.86 vs. FSMAX (54.67).
| 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 | 35.047 | 22.662 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 44.5B | 4% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 36.23 | 24.85 | 146% |
| Returns for 3 years | 18.67 | 15.90 | 117% |
| Returns for 5 years | 151.86 | 54.67 | 278% |
| Returns for 10 years | N/A | 88.57 | - |
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