BGRFX
Price
$83.20
Change
-$3.39 (-3.92%)
Updated
Apr 3 closing price
Net Assets
6.6B
FSMAX
Price
$78.74
Change
-$5.91 (-6.98%)
Updated
Apr 3 closing price
Net Assets
36.55B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$83.20
Change-$3.39 (-3.92%)
VolumeN/A
Net Assets6.6B
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
BGRFX vs FSMAX Comparison Chart
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BGRFX vs. FSMAX commentary
Apr 04, 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 BGRFX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. BGRFX (6.6B). FSMAX pays higher dividends than BGRFX: FSMAX (0.53) vs BGRFX (0.00). BGRFX was incepted earlier than FSMAX: BGRFX (30 years) vs FSMAX (14 years). BGRFX (1.34) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BGRFX (2.11). FSMAX has a lower initial minimum investment than BGRFX: FSMAX (0) vs BGRFX (2000). FSMAX annual gain was more profitable for investors over the last year : 3.80 vs. BGRFX (-11.68). FSMAX return over 5 years is better than : 106.28 vs. BGRFX (47.09).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence30 years14 years-
Gain YTD-3.381-6.85549%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.6B36.5B18%
Annual Yield % from dividends0.000.53-
Returns for 1 year-11.683.80-308%
Returns for 3 years-14.638.54-171%
Returns for 5 years47.09106.2844%
Returns for 10 years13.9557.1024%
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