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BGRFX vs FSMAX
BGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAX
Fidelity Extended Market Index
Price$81.49
Change+$2.00 (+2.52%)
VolumeN/A
Net Assets36.55B
BGRFX vs FSMAX Comparison Chart
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BGRFX vs. FSMAX commentary
Apr 25, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. BGRFX (6.19B). 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 : 0.98 vs. BGRFX (-13.65). FSMAX return over 5 years is better than : 66.04 vs. BGRFX (18.10).
| BGRFX | FSMAX | BGRFX / FSMAX | |
| Total Expense Ratio | 1.34 | 0.04 | 3,829% |
| Annual Report Gross Expense Ratio | 1.34 | 0.04 | 3,829% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | -9.429 | -12.533 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 36.5B | 17% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -13.65 | 0.98 | -1,393% |
| Returns for 3 years | -15.10 | 10.93 | -138% |
| Returns for 5 years | 18.10 | 66.04 | 27% |
| Returns for 10 years | 7.70 | 49.78 | 15% |
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