BARIX
Price
$101.45
Change
+$0.39 (+0.39%)
Updated
Jul 16 closing price
Net Assets
4.11B
FSMAX
Price
$94.47
Change
+$0.80 (+0.85%)
Updated
Jul 16 closing price
Net Assets
39.17B
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BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$101.45
Change+$0.39 (+0.39%)
VolumeN/A
Net Assets4.11B
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
BARIX vs FSMAX Comparison Chart in %
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BARIX vs. FSMAX commentary
Jul 17, 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 Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BARIX (4.11B). FSMAX pays higher dividends than BARIX: FSMAX (0.47) 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 (4.00). 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 : 8.54 vs. BARIX (-7.83). FSMAX return over 5 years is better than : 56.52 vs. BARIX (1.76).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD2.9543.07096%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B39.2B10%
Annual Yield % from dividends0.000.47-
Returns for 1 year-7.838.54-92%
Returns for 3 years19.4651.2638%
Returns for 5 years1.7656.523%
Returns for 10 years46.5776.2361%
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