BGRFX
Price
$80.76
Change
-$0.91 (-1.11%)
Updated
Aug 7 closing price
Net Assets
5.85B
FSMAX
Price
$94.88
Change
-$0.07 (-0.07%)
Updated
Aug 7 closing price
Net Assets
39.63B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$80.76
Change-$0.91 (-1.11%)
VolumeN/A
Net Assets5.85B
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Aug 08, 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: 39.6B vs. BGRFX (5.85B). FSMAX pays higher dividends than BGRFX: FSMAX (0.46) 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 : 21.74 vs. BGRFX (-12.93). FSMAX return over 5 years is better than : 51.34 vs. BGRFX (-9.78).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence31 years14 years-
Gain YTD-8.8714.478-198%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B39.6B15%
Annual Yield % from dividends0.000.46-
Returns for 1 year-12.9321.74-59%
Returns for 3 years-10.6637.63-28%
Returns for 5 years-9.7851.34-19%
Returns for 10 years9.0281.6611%
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