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BFGUX vs FSMAX
BFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAX
Baron Focused Growth R6
Price$59.29
Change+$5.79 (+10.82%)
VolumeN/A
Net Assets3.56B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
BFGUX vs FSMAX Comparison Chart in %
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BFGUX vs. FSMAX commentary
Feb 04, 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 BFGUX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. BFGUX (3.56B). FSMAX pays higher dividends than BFGUX: FSMAX (0.56) 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 : 16.03 vs. FSMAX (10.51). BFGUX (19.32) and FSMAX (19.23) 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 | -2.032 | 3.050 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 40.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 16.03 | 10.51 | 153% |
| Returns for 3 years | 72.51 | 48.06 | 151% |
| Returns for 5 years | 19.32 | 19.23 | 100% |
| Returns for 10 years | N/A | 157.02 | - |
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