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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
Jun 20, 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: 42.7B vs. BARAX (4.14B). 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 : 30.22 vs. BARAX (4.62). FSMAX return over 5 years is better than : 38.58 vs. BARAX (-17.00).
| 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 | 10.992 | 15.556 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 42.7B | 10% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 4.62 | 30.22 | 15% |
| Returns for 3 years | 5.09 | 67.14 | 8% |
| Returns for 5 years | -17.00 | 38.58 | -44% |
| Returns for 10 years | 69.78 | 146.90 | 48% |
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