BGRIX
Price
$89.71
Change
-$0.05 (-0.06%)
Updated
May 9 closing price
Net Assets
5.73B
FSMAX
Price
$85.11
Change
-$0.05 (-0.06%)
Updated
May 9 closing price
Net Assets
36.02B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$89.71
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets5.73B
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
BGRIX vs FSMAX Comparison Chart
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BGRIX vs. FSMAX commentary
May 12, 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 Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. BGRIX (5.73B). FSMAX pays higher dividends than BGRIX: FSMAX (0.54) vs BGRIX (0.00). BGRIX was incepted earlier than FSMAX: BGRIX (16 years) vs FSMAX (14 years). BGRIX (1.08) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 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 : 4.85 vs. BGRIX (-10.19). FSMAX return over 5 years is better than : 63.38 vs. BGRIX (15.78).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence16 years14 years-
Gain YTD-6.132-6.34997%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.73B36B16%
Annual Yield % from dividends0.000.54-
Returns for 1 year-10.194.85-210%
Returns for 3 years3.2534.869%
Returns for 5 years15.7863.3825%
Returns for 10 years19.8662.3232%
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