BGRFX
Price
$76.36
Change
+$0.62 (+0.82%)
Updated
Oct 17 closing price
Net Assets
4.7B
FSMAX
Price
$100.75
Change
-$0.22 (-0.22%)
Updated
Oct 17 closing price
Net Assets
41.44B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$76.36
Change+$0.62 (+0.82%)
VolumeN/A
Net Assets4.7B
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Oct 19, 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 Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BGRFX (4.7B). FSMAX pays higher dividends than BGRFX: FSMAX (0.44) 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 : 12.72 vs. BGRFX (-27.01). FSMAX return over 5 years is better than : 48.84 vs. BGRFX (-19.81).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence31 years14 years-
Gain YTD-14.80110.860-136%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B41.4B11%
Annual Yield % from dividends0.000.44-
Returns for 1 year-27.0112.72-212%
Returns for 3 years-9.2263.57-15%
Returns for 5 years-19.8148.84-41%
Returns for 10 years7.23103.747%
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