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BGRIX vs FSMAX
BGRIX vs FSMAX Comparison
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BGRIX vs FSMAX Comparison Chart in %
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BGRIX vs. FSMAX commentary
Sep 20, 2026
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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BGRIX (2B). BGRIX pays higher dividends than FSMAX: BGRIX (0.80) vs FSMAX (0.49). BGRIX was incepted earlier than FSMAX: BGRIX (17 years) vs FSMAX (15 years). BGRIX (1.34) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BGRIX (1.00). 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 : 11.53 vs. BGRIX (-26.81). FSMAX return over 5 years is better than : 31.98 vs. BGRIX (-50.68).
| BGRIX | FSMAX | BGRIX / FSMAX | |
| Total Expense Ratio | 1.34 | 0.04 | 3,829% |
| Annual Report Gross Expense Ratio | 1.34 | 0.04 | 3,829% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -9.871 | 12.983 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 40.1B | 5% |
| Annual Yield % from dividends | 0.80 | 0.49 | 162% |
| Returns for 1 year | -26.81 | 11.53 | -232% |
| Returns for 3 years | -37.66 | 65.97 | -57% |
| Returns for 5 years | -50.68 | 31.98 | -158% |
| Returns for 10 years | -9.39 | 130.24 | -7% |
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