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BGRFX vs FSMAX
BGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Nov 14, 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 StrongBuy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. BGRFX (4.42B). 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 : 6.78 vs. BGRFX (-26.47). FSMAX return over 5 years is better than : 44.78 vs. BGRFX (-23.81).
| BGRFX | FSMAX | BGRFX / FSMAX | |
| Total Expense Ratio | 1.34 | 0.04 | 3,829% |
| Annual Report Gross Expense Ratio | 1.34 | 0.04 | 3,829% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | -14.353 | 11.598 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 41.5B | 11% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -26.47 | 6.78 | -390% |
| Returns for 3 years | -18.05 | 53.30 | -34% |
| Returns for 5 years | -23.81 | 44.78 | -53% |
| Returns for 10 years | 12.10 | 108.36 | 11% |
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