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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$59.24
Change+$5.78 (+10.81%)
VolumeN/A
Net Assets3.48B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
BFGIX vs FSMAX Comparison Chart in %
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BFGIX vs. FSMAX commentary
Feb 05, 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: 40.6B vs. BFGIX (3.48B). FSMAX pays higher dividends than BFGIX: FSMAX (0.56) 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 : 16.02 vs. FSMAX (10.51). BFGIX (19.29) and FSMAX (19.23) 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 | -2.034 | 3.050 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 40.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 16.02 | 10.51 | 152% |
| Returns for 3 years | 72.51 | 48.06 | 151% |
| Returns for 5 years | 19.29 | 19.23 | 100% |
| Returns for 10 years | 422.04 | 157.02 | 269% |
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