Interact to see
Advertisement
Advertisement
BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
BFGUX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFGUX vs. FSMAX commentary
Aug 03, 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: 40.1B vs. BFGUX (4.83B). 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). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. BFGUX (13.35). FSMAX return over 5 years is better than : 33.18 vs. BFGUX (30.04).
| 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 | -1.785 | 13.370 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.83B | 40.1B | 12% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 13.35 | 20.57 | 65% |
| Returns for 3 years | 58.46 | 55.83 | 105% |
| Returns for 5 years | 30.04 | 33.18 | 91% |
| Returns for 10 years | N/A | 133.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement