BGRIX
Price
$87.09
Change
+$6.52 (+8.09%)
Updated
Apr 9 closing price
Net Assets
6.19B
FSMAX
Price
$79.56
Change
+$7.30 (+10.10%)
Updated
Apr 9 closing price
Net Assets
36.55B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$87.09
Change+$6.52 (+8.09%)
VolumeN/A
Net Assets6.19B
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
BGRIX vs FSMAX Comparison Chart
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BGRIX vs. FSMAX commentary
Apr 11, 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: 36.5B vs. BGRIX (6.19B). FSMAX pays higher dividends than BGRIX: FSMAX (0.53) 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 : -11.84 vs. BGRIX (-23.19). FSMAX return over 5 years is better than : 52.02 vs. BGRIX (11.59).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence16 years14 years-
Gain YTD-15.695-20.48977%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B36.5B17%
Annual Yield % from dividends0.000.53-
Returns for 1 year-23.19-11.84196%
Returns for 3 years-21.92-1.871,170%
Returns for 5 years11.5952.0222%
Returns for 10 years4.4935.2413%
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