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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$52.86
Change+$0.20 (+0.38%)
VolumeN/A
Net Assets2.77B
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
BFGUX vs FSMAX Comparison Chart in %
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BFGUX vs. FSMAX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BFGUX (2.77B). FSMAX pays higher dividends than BFGUX: FSMAX (0.44) 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 : 22.67 vs. FSMAX (12.97). BFGUX (49.27) and FSMAX (49.17) 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 | 6.784 | 11.103 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 41.4B | 7% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 22.67 | 12.97 | 175% |
| Returns for 3 years | 69.04 | 63.92 | 108% |
| Returns for 5 years | 49.27 | 49.17 | 100% |
| Returns for 10 years | N/A | 104.19 | - |
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