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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
BFGUX vs FSMAX Comparison Chart in %
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BFGUX vs. FSMAX commentary
Jun 24, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. BFGUX (5.53B). FSMAX pays higher dividends than BFGUX: FSMAX (0.50) vs BFGUX (0.00). BFGUX was incepted earlier than FSMAX: BFGUX (10 years) vs FSMAX (15 years). BFGUX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BFGUX (8.00). 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 : 34.28 vs. FSMAX (29.23). BFGUX return over 5 years is better than : 48.41 vs. FSMAX (33.65).
| 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 | 10 years | 15 years | - |
| Gain YTD | 11.335 | 15.427 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 42.7B | 13% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 34.28 | 29.23 | 117% |
| Returns for 3 years | 89.38 | 73.83 | 121% |
| Returns for 5 years | 48.41 | 33.65 | 144% |
| Returns for 10 years | N/A | 153.47 | - |
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