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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$54.58
Change+$0.54 (+1.00%)
VolumeN/A
Net Assets2.92B
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
BFGUX vs FSMAX Comparison Chart in %
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BFGUX vs. FSMAX commentary
Dec 04, 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 BFGUX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BFGUX (2.92B). FSMAX pays higher dividends than BFGUX: FSMAX (0.43) vs BFGUX (0.00). BFGUX was incepted earlier than FSMAX: BFGUX (9 years) vs FSMAX (14 years). BFGUX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BFGUX (6.00). FSMAX has a lower initial minimum investment than BFGUX: FSMAX (0) vs BFGUX (5000000). BFGUX annual gain was more profitable for investors over the last year : 12.06 vs. FSMAX (3.33). BFGUX (34.17) and FSMAX (33.03) have equivalent 5 years return.
| BFGUX | FSMAX | BFGUX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 3,000% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 9.121 | 11.125 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 41B | 7% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 12.06 | 3.33 | 362% |
| Returns for 3 years | 61.14 | 51.85 | 118% |
| Returns for 5 years | 34.17 | 33.03 | 103% |
| Returns for 10 years | N/A | 101.82 | - |
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