BGRIX
Price
$81.59
Change
+$0.66 (+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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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$81.59
Change+$0.66 (+0.82%)
VolumeN/A
Net Assets4.7B
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
BGRIX vs FSMAX Comparison Chart in %
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BGRIX 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 BGRIX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BGRIX (4.7B). FSMAX pays higher dividends than BGRIX: FSMAX (0.44) vs BGRIX (0.00). BGRIX was incepted earlier than FSMAX: BGRIX (16 years) vs FSMAX (14 years). BGRIX (1.08) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BGRIX (0.00). FSMAX has a lower initial minimum investment than BGRIX: FSMAX (0) vs BGRIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 12.72 vs. BGRIX (-26.34). FSMAX return over 5 years is better than : 48.84 vs. BGRIX (-17.51).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence16 years14 years-
Gain YTD-14.63110.860-135%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B41.4B11%
Annual Yield % from dividends0.000.44-
Returns for 1 year-26.3412.72-207%
Returns for 3 years-7.5863.57-12%
Returns for 5 years-17.5148.84-36%
Returns for 10 years12.85103.7412%
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