Interact to see
Advertisement
Advertisement
BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$52.96
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets2.56B
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
BFGUX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFGUX vs. FSMAX commentary
Aug 10, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. BFGUX (2.56B). FSMAX pays higher dividends than BFGUX: FSMAX (0.46) 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 : 36.19 vs. FSMAX (18.48). BFGUX return over 5 years is better than : 82.01 vs. FSMAX (51.23).
| 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 | 6.889 | 4.401 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 39.6B | 6% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 36.19 | 18.48 | 196% |
| Returns for 3 years | 37.18 | 39.75 | 94% |
| Returns for 5 years | 82.01 | 51.23 | 160% |
| Returns for 10 years | N/A | 83.14 | - |