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BGRUX vs FSMAX
BGRUX vs FSMAX Comparison
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BGRUX vs FSMAX Comparison Chart in %
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BGRUX vs. FSMAX commentary
Aug 15, 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 BGRUX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BGRUX (2.24B). BGRUX pays higher dividends than FSMAX: BGRUX (0.84) vs FSMAX (0.50). BGRUX was incepted earlier than FSMAX: BGRUX (11 years) vs FSMAX (15 years). BGRUX (1.34) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BGRUX (1.00). 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 : 23.60 vs. BGRUX (-23.63). FSMAX return over 5 years is better than : 40.00 vs. BGRUX (-45.73).
| BGRUX | FSMAX | BGRUX / FSMAX | |
| Total Expense Ratio | 1.34 | 0.04 | 3,829% |
| Annual Report Gross Expense Ratio | 1.34 | 0.04 | 3,829% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -2.994 | 19.519 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 40.1B | 6% |
| Annual Yield % from dividends | 0.84 | 0.50 | 167% |
| Returns for 1 year | -23.63 | 23.60 | -100% |
| Returns for 3 years | -33.00 | 70.81 | -47% |
| Returns for 5 years | -45.73 | 40.00 | -114% |
| Returns for 10 years | -5.03 | 140.28 | -4% |
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