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BGRUX vs FSMAX
BGRUX vs FSMAX Comparison
Open Charts BGRUX vs FSMAX
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
BGRUX vs FSMAX Comparison Chart
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BGRUX vs. FSMAX commentary
Nov 23, 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 BGRUX is a StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. BGRUX (7.24B). FSMAX pays higher dividends than BGRUX: FSMAX (1.10) vs BGRUX (0.00). BGRUX was incepted earlier than FSMAX: BGRUX (9 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. BGRUX (2.11). FSMAX has a lower initial minimum investment than BGRUX: FSMAX (0) vs BGRUX (5000000). FSMAX annual gain was more profitable for investors over the last year : 38.09 vs. BGRUX (11.94). FSMAX return over 5 years is better than : 56.62 vs. BGRUX (26.94).
| BGRUX | FSMAX | BGRUX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 8.705 | 22.777 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.24B | 40B | 18% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 11.94 | 38.09 | 31% |
| Returns for 3 years | -14.76 | 7.70 | -192% |
| Returns for 5 years | 26.94 | 56.62 | 48% |
| Returns for 10 years | N/A | 85.67 | - |
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