BARAX
Price
$92.38
Change
-$0.33 (-0.36%)
Updated
May 23 closing price
Net Assets
3.9B
FSMAX
Price
$86.76
Change
-$0.36 (-0.41%)
Updated
May 23 closing price
Net Assets
36.02B
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BARAX vs FSMAX

Header iconBARAX vs FSMAX Comparison
Open Charts BARAX vs FSMAXBanner chart's image
Baron Asset Retail
Price$92.38
Change-$0.33 (-0.36%)
VolumeN/A
Net Assets3.9B
Fidelity Extended Market Index
Price$86.76
Change-$0.36 (-0.41%)
VolumeN/A
Net Assets36.02B
BARAX vs FSMAX Comparison Chart
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BARAX vs. FSMAX commentary
May 24, 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 BARAX is a Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. BARAX (3.9B). FSMAX pays higher dividends than BARAX: FSMAX (0.54) vs BARAX (0.00). BARAX was incepted earlier than FSMAX: BARAX (38 years) vs FSMAX (14 years). BARAX (1.29) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BARAX (5.48). FSMAX has a lower initial minimum investment than BARAX: FSMAX (0) vs BARAX (2000). FSMAX annual gain was more profitable for investors over the last year : 6.44 vs. BARAX (-9.64). FSMAX return over 5 years is better than : 63.33 vs. BARAX (7.90).
BARAXFSMAXBARAX / FSMAX
Total Expense Ratio1.290.043,686%
Annual Report Gross Expense Ratio1.290.043,686%
Fund Existence38 years14 years-
Gain YTD1.610-4.357-37%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B36B11%
Annual Yield % from dividends0.000.54-
Returns for 1 year-9.646.44-150%
Returns for 3 years11.7935.0134%
Returns for 5 years7.9063.3312%
Returns for 10 years38.9762.9962%
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