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BGRFX vs FSMAX
BGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAX
Baron Growth Retail
Price$104.61
Change+$0.52 (+0.50%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$89.81
Change-$0.04 (-0.04%)
VolumeN/A
CapitalizationN/A
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BGRFX vs FSMAX Comparison Chart
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BGRFX vs. FSMAX commentary
Oct 18, 2024
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 Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.8B vs. BGRFX (7.59B). 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 : 32.48 vs. BGRFX (12.86). FSMAX return over 5 years is better than : 53.38 vs. BGRFX (29.74).
| 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 | 8.812 | 15.104 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.59B | 41.8B | 18% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 12.86 | 32.48 | 40% |
| Returns for 3 years | -14.83 | 1.89 | -784% |
| Returns for 5 years | 29.74 | 53.38 | 56% |
| Returns for 10 years | 50.81 | 90.95 | 56% |
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