BARAX
Price
$94.00
Change
-$1.20 (-1.26%)
Updated
Jun 13 closing price
Net Assets
4.07B
FSMAX
Price
$88.99
Change
-$1.54 (-1.70%)
Updated
Jun 13 closing price
Net Assets
37.61B
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BARAX vs FSMAX

Header iconBARAX vs FSMAX Comparison
Open Charts BARAX vs FSMAXBanner chart's image
Baron Asset Retail
Price$94.00
Change-$1.20 (-1.26%)
VolumeN/A
Net Assets4.07B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BARAX vs FSMAX Comparison Chart
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BARAX vs. FSMAX commentary
Jun 15, 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: 37.6B vs. BARAX (4.07B). FSMAX pays higher dividends than BARAX: FSMAX (0.50) 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 : 11.48 vs. BARAX (-5.86). FSMAX return over 5 years is better than : 60.48 vs. BARAX (6.17).
BARAXFSMAXBARAX / FSMAX
Total Expense Ratio1.290.043,686%
Annual Report Gross Expense Ratio1.290.043,686%
Fund Existence38 years14 years-
Gain YTD2.980-2.080-143%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B37.6B11%
Annual Yield % from dividends0.000.50-
Returns for 1 year-5.8611.48-51%
Returns for 3 years22.5747.5747%
Returns for 5 years6.1760.4810%
Returns for 10 years40.7266.6461%
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