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BGRFX vs FSMAX
BGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAX
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.
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).
| 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 | 31 years | 14 years | - |
| Gain YTD | -2.834 | 3.543 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 39.2B | 15% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | -5.40 | 17.37 | -31% |
| Returns for 3 years | 4.09 | 49.15 | 8% |
| Returns for 5 years | 5.11 | 62.84 | 8% |
| Returns for 10 years | 16.11 | 79.02 | 20% |
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