BGRFX
Price
$58.39
Change
-$19.78 (-25.30%)
Updated
Feb 3 closing price
Net Assets
3.48B
FSMAX
Price
$103.54
Change
+$1.43 (+1.40%)
Updated
Feb 3 closing price
Net Assets
40.63B
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BGRFX vs FSMAX

Header iconBGRFX vs FSMAX Comparison
Open Charts BGRFX vs FSMAXBanner chart's image
Baron Growth Retail
Price$58.39
Change-$19.78 (-25.30%)
VolumeN/A
Net Assets3.48B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
BGRFX vs FSMAX Comparison Chart in %
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BGRFX vs. FSMAX commentary
Feb 05, 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 BGRFX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. BGRFX (3.48B). FSMAX (0.56) and BGRFX (0.53) have matching dividends . 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 (1.00). 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 : 10.51 vs. BGRFX (-35.69). FSMAX return over 5 years is better than : 19.23 vs. BGRFX (-46.31).
BGRFXFSMAXBGRFX / FSMAX
Total Expense Ratio1.340.043,829%
Annual Report Gross Expense Ratio1.340.043,829%
Fund Existence31 years14 years-
Gain YTD-7.9313.050-260%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.48B40.6B9%
Annual Yield % from dividends0.530.5696%
Returns for 1 year-35.6910.51-340%
Returns for 3 years-37.5548.06-78%
Returns for 5 years-46.3119.23-241%
Returns for 10 years4.36157.023%
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