BGRFX
Price
$78.70
Change
-$0.09 (-0.11%)
Updated
Oct 8 closing price
Net Assets
4.91B
FSMAX
Price
$102.72
Change
+$1.18 (+1.16%)
Updated
Oct 8 closing price
Net Assets
41.44B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$78.70
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets4.91B
Fidelity Extended Market Index
Price$102.72
Change+$1.18 (+1.16%)
VolumeN/A
Net Assets41.44B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Oct 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BGRFX (4.91B). FSMAX pays higher dividends than BGRFX: FSMAX (0.44) vs BGRFX (0.00). BGRFX was incepted earlier than FSMAX: BGRFX (31 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 (0.00). 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 : 17.85 vs. BGRFX (-23.05). FSMAX return over 5 years is better than : 50.18 vs. BGRFX (-16.57).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence31 years14 years-
Gain YTD-12.17911.730-104%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.91B41.4B12%
Annual Yield % from dividends0.000.44-
Returns for 1 year-23.0517.85-129%
Returns for 3 years-4.9168.00-7%
Returns for 5 years-16.5750.18-33%
Returns for 10 years10.32104.7710%
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