BGRIX
Price
$88.51
Change
-$0.21 (-0.24%)
Updated
Aug 28 closing price
Net Assets
5.54B
FSMAX
Price
$99.75
Change
+$0.63 (+0.64%)
Updated
Aug 28 closing price
Net Assets
39.63B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$88.51
Change-$0.21 (-0.24%)
VolumeN/A
Net Assets5.54B
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
BGRIX vs FSMAX Comparison Chart in %
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BGRIX vs. FSMAX commentary
Aug 30, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. BGRIX (5.54B). FSMAX pays higher dividends than BGRIX: FSMAX (0.46) 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 : 17.59 vs. BGRIX (-15.99). FSMAX return over 5 years is better than : 52.77 vs. BGRIX (-8.50).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence16 years14 years-
Gain YTD-7.3879.067-81%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B39.6B14%
Annual Yield % from dividends0.000.46-
Returns for 1 year-15.9917.59-91%
Returns for 3 years-3.5048.67-7%
Returns for 5 years-8.5052.77-16%
Returns for 10 years24.05100.5224%
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