BGRIX
Price
$63.05
Change
-$20.47 (-24.51%)
Updated
Feb 3 closing price
Net Assets
3.28B
FSMAX
Price
$103.54
Change
+$1.43 (+1.40%)
Updated
Feb 3 closing price
Net Assets
40.63B
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BGRIX vs FSMAX

Header iconBGRIX vs FSMAX Comparison
Open Charts BGRIX vs FSMAXBanner chart's image
Baron Growth Instl
Price$63.05
Change-$20.47 (-24.51%)
VolumeN/A
Net Assets3.28B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
BGRIX vs FSMAX Comparison Chart in %
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BGRIX 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 BGRIX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. BGRIX (3.28B). BGRIX pays higher dividends than FSMAX: BGRIX (0.81) vs FSMAX (0.56). BGRIX was incepted earlier than FSMAX: BGRIX (17 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 (1.00). 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 : 10.51 vs. BGRIX (-34.72). FSMAX return over 5 years is better than : 19.23 vs. BGRIX (-44.19).
BGRIXFSMAXBGRIX / FSMAX
Total Expense Ratio1.080.043,086%
Annual Report Gross Expense Ratio1.080.043,086%
Fund Existence17 years14 years-
Gain YTD-7.9293.050-260%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.28B40.6B8%
Annual Yield % from dividends0.810.56144%
Returns for 1 year-34.7210.51-330%
Returns for 3 years-35.8048.06-74%
Returns for 5 years-44.1919.23-230%
Returns for 10 years11.06157.027%
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