BGRUX
Price
$92.40
Change
+$0.91 (+0.99%)
Updated
Apr 2 closing price
Net Assets
6.6B
FSMAX
Price
$84.65
Change
+$1.43 (+1.72%)
Updated
Apr 2 closing price
Net Assets
36.55B
Ad is loading...

BGRUX vs FSMAX

Header iconBGRUX vs FSMAX Comparison
Open Charts BGRUX vs FSMAXBanner chart's image
Baron Growth R6
Price$92.40
Change+$0.91 (+0.99%)
VolumeN/A
Net Assets6.6B
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
BGRUX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BGRUX vs. FSMAX commentary
Apr 04, 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 Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. BGRUX (6.6B). FSMAX pays higher dividends than BGRUX: FSMAX (0.53) 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 : 2.49 vs. BGRUX (-11.67). FSMAX return over 5 years is better than : 102.79 vs. BGRUX (49.79).
BGRUXFSMAXBGRUX / FSMAX
Total Expense Ratio1.090.043,114%
Annual Report Gross Expense Ratio1.090.043,114%
Fund Existence9 years14 years-
Gain YTD-4.269-8.42951%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.6B36.5B18%
Annual Yield % from dividends0.000.53-
Returns for 1 year-11.672.49-468%
Returns for 3 years-13.757.51-183%
Returns for 5 years49.79102.7948%
Returns for 10 yearsN/A55.37-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JLPZX16.26N/A
N/A
JPMorgan US Large Cap Core Plus R2
VRGWX720.32N/A
N/A
Vanguard Russell 1000 Growth Index I
CAXCX16.98N/A
N/A
Catalyst/MAP Global Equity C
USBOX22.28N/A
N/A
Pear Tree Quality Ordinary
FLMIX9.01N/A
N/A
Meeder Muirfield Institutional