BGRIX
Price
$96.57
Change
+$0.11 (+0.11%)
Updated
Jan 17 closing price
Net Assets
6.97B
FSMAX
Price
$94.51
Change
+$0.64 (+0.68%)
Updated
Jan 17 closing price
Net Assets
40.78B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$96.57
Change+$0.11 (+0.11%)
VolumeN/A
Net Assets6.97B
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
BGRIX vs FSMAX Comparison Chart
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BGRIX vs. FSMAX commentary
Jan 19, 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 BGRIX is a StrongBuy and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. BGRIX (6.97B). FSMAX pays higher dividends than BGRIX: FSMAX (1.10) vs BGRIX (0.00). BGRIX was incepted earlier than FSMAX: BGRIX (16 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. BGRIX (2.11). FSMAX has a lower initial minimum investment than BGRIX: FSMAX (0) vs BGRIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 26.14 vs. BGRIX (-3.33). FSMAX return over 5 years is better than : 48.39 vs. BGRIX (8.04).
BGRIXFSMAXBGRIX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years13 years-
Gain YTD1.0463.99426%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.97B40.8B17%
Annual Yield % from dividends0.001.10-
Returns for 1 year-3.3326.14-13%
Returns for 3 years-9.7521.40-46%
Returns for 5 years8.0448.3917%
Returns for 10 years33.7790.1837%
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