BGRIX
Price
$84.91
Change
+$0.55 (+0.65%)
Updated
Oct 3 closing price
Net Assets
4.96B
FSMAX
Price
$102.37
Change
+$0.30 (+0.29%)
Updated
Oct 3 closing price
Net Assets
41.44B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$84.91
Change+$0.55 (+0.65%)
VolumeN/A
Net Assets4.96B
Fidelity Extended Market Index
Price$102.37
Change+$0.30 (+0.29%)
VolumeN/A
Net Assets41.44B
BGRIX vs FSMAX Comparison Chart in %
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BGRIX vs. FSMAX commentary
Oct 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BGRIX (4.96B). FSMAX pays higher dividends than BGRIX: FSMAX (0.44) 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 (0.00). 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 : 19.82 vs. BGRIX (-21.79). FSMAX return over 5 years is better than : 59.68 vs. BGRIX (-10.18).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence16 years14 years-
Gain YTD-11.15712.643-88%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.96B41.4B12%
Annual Yield % from dividends0.000.44-
Returns for 1 year-21.7919.82-110%
Returns for 3 years-5.5062.26-9%
Returns for 5 years-10.1859.68-17%
Returns for 10 years20.37111.4318%
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