BGRIX
Price
$81.28
Change
-$0.75 (-0.91%)
Updated
Nov 13 closing price
Net Assets
4.42B
FSMAX
Price
$98.68
Change
-$2.68 (-2.64%)
Updated
Nov 13 closing price
Net Assets
41.46B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$81.28
Change-$0.75 (-0.91%)
VolumeN/A
Net Assets4.42B
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
BGRIX vs FSMAX Comparison Chart in %
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BGRIX 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 BGRIX is a StrongBuy and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. BGRIX (4.42B). FSMAX pays higher dividends than BGRIX: FSMAX (0.43) 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 : 7.45 vs. BGRIX (-26.53). FSMAX return over 5 years is better than : 44.70 vs. BGRIX (-22.36).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence16 years14 years-
Gain YTD-14.95711.532-130%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.42B41.5B11%
Annual Yield % from dividends0.000.43-
Returns for 1 year-26.537.45-356%
Returns for 3 years-16.3755.42-30%
Returns for 5 years-22.3644.70-50%
Returns for 10 years15.93106.3615%
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