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BARAX vs FSMAX
BARAX vs FSMAX Comparison
Open Charts BARAX vs FSMAX
BARAX vs FSMAX Comparison Chart in %
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BARAX vs. FSMAX commentary
Aug 23, 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 BARAX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BARAX (3.76B). FSMAX pays higher dividends than BARAX: FSMAX (0.50) vs BARAX (0.00). BARAX was incepted earlier than FSMAX: BARAX (39 years) vs FSMAX (15 years). BARAX (1.31) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BARAX (6.00). 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 : 23.68 vs. BARAX (1.17). FSMAX return over 5 years is better than : 40.14 vs. BARAX (-24.45).
| BARAX | FSMAX | BARAX / FSMAX | |
| Total Expense Ratio | 1.31 | 0.04 | 3,743% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,743% |
| Fund Existence | 39 years | 15 years | - |
| Gain YTD | 6.113 | 16.937 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 40.1B | 9% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 1.17 | 23.68 | 5% |
| Returns for 3 years | 1.71 | 72.74 | 2% |
| Returns for 5 years | -24.45 | 40.14 | -61% |
| Returns for 10 years | 53.25 | 134.49 | 40% |
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