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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
Jun 21, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. BGRFX (2.15B). BGRFX pays higher dividends than FSMAX: BGRFX (0.58) vs FSMAX (0.50). BGRFX was incepted earlier than FSMAX: BGRFX (31 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 : 30.22 vs. BGRFX (-35.18). FSMAX return over 5 years is better than : 38.58 vs. BGRFX (-50.86).
| 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 | 31 years | 15 years | - |
| Gain YTD | -14.648 | 15.556 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 42.7B | 5% |
| Annual Yield % from dividends | 0.58 | 0.50 | 114% |
| Returns for 1 year | -35.18 | 30.22 | -116% |
| Returns for 3 years | -41.87 | 67.14 | -62% |
| Returns for 5 years | -50.86 | 38.58 | -132% |
| Returns for 10 years | -16.28 | 146.90 | -11% |
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