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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BGRFX (2.2B). 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 : 20.57 vs. BGRFX (-29.41). FSMAX return over 5 years is better than : 33.18 vs. BGRFX (-49.56).
| 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 | -7.679 | 13.370 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 40.1B | 5% |
| Annual Yield % from dividends | 0.56 | 0.50 | 110% |
| Returns for 1 year | -29.41 | 20.57 | -143% |
| Returns for 3 years | -38.99 | 55.83 | -70% |
| Returns for 5 years | -49.56 | 33.18 | -149% |
| Returns for 10 years | -12.44 | 133.82 | -9% |
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