BGRFX
Price
$85.39
Change
-$0.19 (-0.22%)
Updated
Jun 5 closing price
Net Assets
5.93B
FSMAX
Price
$89.47
Change
-$0.01 (-0.01%)
Updated
Jun 5 closing price
Net Assets
37.61B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$85.39
Change-$0.19 (-0.22%)
VolumeN/A
Net Assets5.93B
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
BGRFX vs FSMAX Comparison Chart
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BGRFX vs. FSMAX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BGRFX (5.93B). FSMAX pays higher dividends than BGRFX: FSMAX (0.50) 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 : 11.51 vs. BGRFX (-7.73). FSMAX return over 5 years is better than : 51.40 vs. BGRFX (1.22).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence30 years14 years-
Gain YTD-4.508-1.540293%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B37.6B16%
Annual Yield % from dividends0.000.50-
Returns for 1 year-7.7311.51-67%
Returns for 3 years-3.3832.40-10%
Returns for 5 years1.2251.402%
Returns for 10 years15.5269.1922%
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