BGRFX
Price
$82.86
Change
-$0.20 (-0.24%)
Updated
Aug 28 closing price
Net Assets
5.54B
FSMAX
Price
$99.75
Change
+$0.63 (+0.64%)
Updated
Aug 28 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$82.86
Change-$0.20 (-0.24%)
VolumeN/A
Net Assets5.54B
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Aug 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. BGRFX (5.54B). 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 : 17.59 vs. BGRFX (-16.56). FSMAX return over 5 years is better than : 52.77 vs. BGRFX (-10.83).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence31 years14 years-
Gain YTD-7.3209.067-81%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B39.6B14%
Annual Yield % from dividends0.000.46-
Returns for 1 year-16.5617.59-94%
Returns for 3 years-5.0048.67-10%
Returns for 5 years-10.8352.77-21%
Returns for 10 years18.15100.5218%
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