BGRFX
Price
$75.44
Change
+$0.42 (+0.56%)
Updated
Dec 3 closing price
Net Assets
4.32B
FSMAX
Price
$102.38
Change
+$1.40 (+1.39%)
Updated
Dec 3 closing price
Net Assets
41.03B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$75.44
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets4.32B
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX 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 BGRFX is a Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BGRFX (4.32B). FSMAX pays higher dividends than BGRFX: FSMAX (0.43) vs BGRFX (0.00). BGRFX was incepted earlier than FSMAX: BGRFX (31 years) vs FSMAX (14 years). BGRFX (1.34) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BGRFX (0.00). FSMAX has a lower initial minimum investment than BGRFX: FSMAX (0) vs BGRFX (2000). FSMAX annual gain was more profitable for investors over the last year : 3.33 vs. BGRFX (-28.72). FSMAX return over 5 years is better than : 33.03 vs. BGRFX (-23.82).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence31 years14 years-
Gain YTD-15.91511.125-143%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.32B41B11%
Annual Yield % from dividends0.000.43-
Returns for 1 year-28.723.33-863%
Returns for 3 years-21.9151.85-42%
Returns for 5 years-23.8233.03-72%
Returns for 10 years15.99101.8216%
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