BGRIX
Price
$104.62
Change
-$0.87 (-0.82%)
Updated
Sep 6 closing price
FSMAX
Price
$81.32
Change
-$1.40 (-1.69%)
Updated
Sep 6 closing price
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$104.62
Change-$0.87 (-0.82%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$81.32
Change-$1.40 (-1.69%)
VolumeN/A
CapitalizationN/A
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BGRIX vs FSMAX Comparison Chart
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VS
BGRIX vs. FSMAX commentary
Sep 08, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. BGRIX (7.41B). FSMAX pays higher dividends than BGRIX: FSMAX (1.10) vs BGRIX (0.00). BGRIX was incepted earlier than FSMAX: BGRIX (15 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 : 17.00 vs. BGRIX (5.70). FSMAX return over 5 years is better than : 41.51 vs. BGRIX (25.20).
BGRIXFSMAXBGRIX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years13 years-
Gain YTD4.3635.97073%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.41B41.9B18%
Annual Yield % from dividends0.001.10-
Returns for 1 year5.7017.0034%
Returns for 3 years-17.57-7.22243%
Returns for 5 years25.2041.5161%
Returns for 10 years43.0661.6070%
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