Ad is loading...
BGRFX vs FSMAX
BGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAX
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
BGRFX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BGRFX vs. FSMAX commentary
Jan 31, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. BGRFX (6.97B). FSMAX pays higher dividends than BGRFX: FSMAX (1.10) vs BGRFX (0.00). BGRFX was incepted earlier than FSMAX: BGRFX (30 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 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 : 25.28 vs. BGRFX (-5.83). FSMAX return over 5 years is better than : 54.34 vs. BGRFX (6.44).
| BGRFX | FSMAX | BGRFX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | 1.384 | 4.533 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 40.8B | 17% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | -5.83 | 25.28 | -23% |
| Returns for 3 years | -10.50 | 24.87 | -42% |
| Returns for 5 years | 6.44 | 54.34 | 12% |
| Returns for 10 years | 25.86 | 89.07 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...