Interact to see
Advertisement
Advertisement
BFGFX vs FSMAX
BFGFX vs FSMAX Comparison
Open Charts BFGFX vs FSMAX
Baron Focused Growth Retail
Price$56.38
Change+$5.46 (+10.72%)
VolumeN/A
Net Assets3.56B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
BFGFX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFGFX vs. FSMAX commentary
Feb 04, 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 BFGFX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. BFGFX (3.56B). FSMAX pays higher dividends than BFGFX: FSMAX (0.56) vs BFGFX (0.00). BFGFX was incepted earlier than FSMAX: BFGFX (18 years) vs FSMAX (14 years). BFGFX (1.31) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BFGFX (6.00). FSMAX has a lower initial minimum investment than BFGFX: FSMAX (0) vs BFGFX (2000). BFGFX annual gain was more profitable for investors over the last year : 15.72 vs. FSMAX (10.51). FSMAX return over 5 years is better than : 19.23 vs. BFGFX (16.70).
| BFGFX | FSMAX | BFGFX / FSMAX | |
| Total Expense Ratio | 1.31 | 0.04 | 3,743% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,743% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -2.067 | 3.050 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 40.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 15.72 | 10.51 | 150% |
| Returns for 3 years | 71.16 | 48.06 | 148% |
| Returns for 5 years | 16.70 | 19.23 | 87% |
| Returns for 10 years | 402.98 | 157.02 | 257% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GRSIX | 9.95 | 0.12 | +1.22% |
| Brookfield Next Generation Infras I | |||
| MIDRX | 32.26 | 0.17 | +0.53% |
| MFS International New Discovery R2 | |||
| TPIAX | 16.71 | -0.04 | -0.24% |
| Timothy Plan International A | |||
| NRMGX | 14.99 | -0.06 | -0.40% |
| Neuberger Mid Cap Growth R6 | |||
| MIOLX | 28.25 | -0.34 | -1.19% |
| Morgan Stanley Inst International Opp L | |||