BGRUX
Price
$91.12
Change
+$0.52 (+0.57%)
Updated
Jul 25 closing price
Net Assets
5.85B
FSMAX
Price
$96.51
Change
+$0.65 (+0.68%)
Updated
Jul 25 closing price
Net Assets
39.17B
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BGRUX vs FSMAX

Header iconBGRUX vs FSMAX Comparison
Open Charts BGRUX vs FSMAXBanner chart's image
Baron Growth R6
Price$91.12
Change+$0.52 (+0.57%)
VolumeN/A
Net Assets5.85B
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
BGRUX vs FSMAX Comparison Chart in %
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BGRUX vs. FSMAX commentary
Jul 27, 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 BGRUX is a Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BGRUX (5.85B). FSMAX pays higher dividends than BGRUX: FSMAX (0.47) vs BGRUX (0.00). BGRUX was incepted earlier than FSMAX: BGRUX (9 years) vs FSMAX (14 years). BGRUX (1.09) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BGRUX (0.00). 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 : 15.33 vs. BGRUX (-9.74). FSMAX return over 5 years is better than : 61.91 vs. BGRUX (3.01).
BGRUXFSMAXBGRUX / FSMAX
Total Expense Ratio1.090.043,114%
Annual Report Gross Expense Ratio1.090.043,114%
Fund Existence9 years14 years-
Gain YTD-4.6566.195-75%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B39.2B15%
Annual Yield % from dividends0.000.47-
Returns for 1 year-9.7415.33-64%
Returns for 3 years1.0151.732%
Returns for 5 years3.0161.915%
Returns for 10 yearsN/A86.12-
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