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BGRFX vs FSMAX
BGRFX vs FSMAX Comparison
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BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BGRFX (2.25B). BGRFX pays higher dividends than FSMAX: BGRFX (0.56) vs FSMAX (0.50). BGRFX was incepted earlier than FSMAX: BGRFX (32 years) vs FSMAX (15 years). BGRFX (1.60) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BGRFX (1.00). 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 : 23.68 vs. BGRFX (-23.63). FSMAX return over 5 years is better than : 40.14 vs. BGRFX (-46.46).
| BGRFX | FSMAX | BGRFX / FSMAX | |
| Total Expense Ratio | 1.60 | 0.04 | 4,571% |
| Annual Report Gross Expense Ratio | 1.60 | 0.04 | 4,571% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -1.529 | 16.937 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 40.1B | 6% |
| Annual Yield % from dividends | 0.56 | 0.50 | 110% |
| Returns for 1 year | -23.63 | 23.68 | -100% |
| Returns for 3 years | -31.53 | 72.74 | -43% |
| Returns for 5 years | -46.46 | 40.14 | -116% |
| Returns for 10 years | -9.80 | 134.49 | -7% |
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