BARIX
Price
$95.14
Change
+$1.73 (+1.85%)
Updated
Apr 24 closing price
Net Assets
3.94B
FSMAX
Price
$81.49
Change
+$2.00 (+2.52%)
Updated
Apr 24 closing price
Net Assets
36.55B
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BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$95.14
Change+$1.73 (+1.85%)
VolumeN/A
Net Assets3.94B
Fidelity Extended Market Index
Price$81.49
Change+$2.00 (+2.52%)
VolumeN/A
Net Assets36.55B
BARIX vs FSMAX Comparison Chart
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BARIX vs. FSMAX commentary
Apr 25, 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 BARIX is a Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. BARIX (3.94B). FSMAX pays higher dividends than BARIX: FSMAX (0.53) vs BARIX (0.00). BARIX was incepted earlier than FSMAX: BARIX (16 years) vs FSMAX (14 years). BARIX (1.04) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BARIX (5.48). FSMAX has a lower initial minimum investment than BARIX: FSMAX (0) vs BARIX (1000000). FSMAX annual gain was more profitable for investors over the last year : -1.02 vs. BARIX (-11.33). FSMAX return over 5 years is better than : 63.03 vs. BARIX (11.81).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD-6.337-14.11845%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.94B36.5B11%
Annual Yield % from dividends0.000.53-
Returns for 1 year-11.33-1.021,106%
Returns for 3 years-5.6610.08-56%
Returns for 5 years11.8163.0319%
Returns for 10 years35.1145.7077%
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