BFGUX
Price
$61.61
Change
-$0.03 (-0.05%)
Updated
Dec 26 closing price
Net Assets
3.43B
FSMAX
Price
$102.71
Change
-$0.26 (-0.25%)
Updated
Dec 26 closing price
Net Assets
41.03B
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BFGUX vs FSMAX

Header iconBFGUX vs FSMAX Comparison
Open Charts BFGUX vs FSMAXBanner chart's image
Baron Focused Growth R6
Price$61.61
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets3.43B
Fidelity Extended Market Index
Price$102.71
Change-$0.26 (-0.25%)
VolumeN/A
Net Assets41.03B
BFGUX vs FSMAX Comparison Chart in %
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BFGUX vs. FSMAX commentary
Dec 27, 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.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BFGUX (3.43B). 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 : 21.29 vs. FSMAX (11.05). BFGUX return over 5 years is better than : 40.86 vs. FSMAX (26.24).
BFGUXFSMAXBFGUX / FSMAX
Total Expense Ratio1.050.043,000%
Annual Report Gross Expense Ratio1.050.043,000%
Fund Existence9 years14 years-
Gain YTD24.52513.303184%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.43B41B8%
Annual Yield % from dividends0.000.43-
Returns for 1 year21.2911.05193%
Returns for 3 years106.7866.56160%
Returns for 5 years40.8626.24156%
Returns for 10 yearsN/A119.46-
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