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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$61.08
Change-$0.06 (-0.10%)
VolumeN/A
Net Assets3.53B
Fidelity Extended Market Index
Price$105.60
Change+$0.24 (+0.23%)
VolumeN/A
Net Assets40.06B
BFGIX vs FSMAX Comparison Chart in %
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BFGIX vs. FSMAX commentary
Jan 14, 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 BFGIX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BFGIX (3.53B). FSMAX pays higher dividends than BFGIX: FSMAX (0.57) vs BFGIX (0.00). BFGIX was incepted earlier than FSMAX: BFGIX (17 years) vs FSMAX (14 years). BFGIX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BFGIX (6.00). FSMAX has a lower initial minimum investment than BFGIX: FSMAX (0) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 24.98 vs. FSMAX (17.23). FSMAX (25.19) and BFGIX (25.06) have equivalent 5 years return.
| BFGIX | FSMAX | BFGIX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 3,000% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 1.009 | 4.659 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 40.1B | 9% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 24.98 | 17.23 | 145% |
| Returns for 3 years | 92.80 | 59.90 | 155% |
| Returns for 5 years | 25.06 | 25.19 | 99% |
| Returns for 10 years | 417.72 | 156.19 | 267% |
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