BGRIX
Price
$91.98
Change
+$0.82 (+0.90%)
Updated
Jun 6 closing price
Net Assets
5.93B
FSMAX
Price
$90.60
Change
+$1.13 (+1.26%)
Updated
Jun 6 closing price
Net Assets
37.61B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$91.98
Change+$0.82 (+0.90%)
VolumeN/A
Net Assets5.93B
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
BGRIX vs FSMAX Comparison Chart
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BGRIX vs. FSMAX commentary
Jun 07, 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: 37.6B vs. BGRIX (5.93B). FSMAX pays higher dividends than BGRIX: FSMAX (0.50) 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 : 11.97 vs. BGRIX (-7.05). FSMAX return over 5 years is better than : 51.39 vs. BGRIX (3.89).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence16 years14 years-
Gain YTD-4.614-1.551297%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B37.6B16%
Annual Yield % from dividends0.000.50-
Returns for 1 year-7.0511.97-59%
Returns for 3 years-2.5930.47-8%
Returns for 5 years3.8951.398%
Returns for 10 years21.9169.5332%
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