BGRUX
Price
$89.82
Change
-$1.40 (-1.53%)
Updated
Jun 13 closing price
Net Assets
5.93B
FSMAX
Price
$88.99
Change
-$1.54 (-1.70%)
Updated
Jun 13 closing price
Net Assets
37.61B
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BGRUX vs FSMAX

Header iconBGRUX vs FSMAX Comparison
Open Charts BGRUX vs FSMAXBanner chart's image
Baron Growth R6
Price$89.82
Change-$1.40 (-1.53%)
VolumeN/A
Net Assets5.93B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BGRUX vs FSMAX Comparison Chart
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BGRUX vs. FSMAX commentary
Jun 14, 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 Hold and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BGRUX (5.93B). FSMAX pays higher dividends than BGRUX: FSMAX (0.50) 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 (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 : 13.41 vs. BGRUX (-6.12). FSMAX return over 5 years is better than : 63.25 vs. BGRUX (10.91).
BGRUXFSMAXBGRUX / FSMAX
Total Expense Ratio1.090.043,114%
Annual Report Gross Expense Ratio1.090.043,114%
Fund Existence9 years14 years-
Gain YTD-4.552-0.3851,182%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B37.6B16%
Annual Yield % from dividends0.000.50-
Returns for 1 year-6.1213.41-46%
Returns for 3 years9.6450.1219%
Returns for 5 years10.9163.2517%
Returns for 10 yearsN/A69.53-
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