BGRFX
Price
$87.24
Change
+$0.16 (+0.18%)
Updated
Jul 8 closing price
Net Assets
5.93B
FSMAX
Price
$94.35
Change
+$0.25 (+0.27%)
Updated
Jul 8 closing price
Net Assets
39.17B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$87.24
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets5.93B
Fidelity Extended Market Index
Price$94.35
Change+$0.25 (+0.27%)
VolumeN/A
Net Assets39.17B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Jul 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 StrongBuy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BGRFX (5.93B). FSMAX pays higher dividends than BGRFX: FSMAX (0.47) 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 : 17.37 vs. BGRFX (-5.40). FSMAX return over 5 years is better than : 62.84 vs. BGRFX (5.11).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence31 years14 years-
Gain YTD-2.8343.543-80%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B39.2B15%
Annual Yield % from dividends0.000.47-
Returns for 1 year-5.4017.37-31%
Returns for 3 years4.0949.158%
Returns for 5 years5.1162.848%
Returns for 10 years16.1179.0220%
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