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BFGIX vs FSMAX
BFGIX vs FSMAX Comparison
Open Charts BFGIX vs FSMAX
Baron Focused Growth Institutional
Price$61.57
Change+$0.14 (+0.23%)
VolumeN/A
Net Assets3.35B
Fidelity Extended Market Index
Price$103.20
Change-$1.70 (-1.62%)
VolumeN/A
Net Assets41.03B
BFGIX vs FSMAX Comparison Chart in %
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BFGIX vs. FSMAX commentary
Dec 13, 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 BFGIX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BFGIX (3.35B). FSMAX pays higher dividends than BFGIX: FSMAX (0.43) 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 : 19.95 vs. FSMAX (7.13). BFGIX return over 5 years is better than : 49.50 vs. FSMAX (33.85).
| 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 | 24.197 | 14.415 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 41B | 8% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 19.95 | 7.13 | 280% |
| Returns for 3 years | 91.36 | 61.85 | 148% |
| Returns for 5 years | 49.50 | 33.85 | 146% |
| Returns for 10 years | 371.52 | 118.92 | 312% |
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