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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
Jul 14, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. BGRFX (2.2B). BGRFX pays higher dividends than FSMAX: BGRFX (0.59) vs FSMAX (0.48). 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 : 24.38 vs. BGRFX (-31.89). FSMAX return over 5 years is better than : 39.12 vs. BGRFX (-48.01).
| 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 | -7.915 | 15.913 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 43.5B | 5% |
| Annual Yield % from dividends | 0.59 | 0.48 | 123% |
| Returns for 1 year | -31.89 | 24.38 | -131% |
| Returns for 3 years | -39.06 | 63.28 | -62% |
| Returns for 5 years | -48.01 | 39.12 | -123% |
| Returns for 10 years | -12.41 | 139.20 | -9% |
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