BARIX
Price
$99.00
Change
+$3.97 (+4.18%)
Updated
Nov 19 closing price
Net Assets
3.54B
FSMAX
Price
$96.79
Change
+$0.01 (+0.01%)
Updated
Nov 19 closing price
Net Assets
41.46B
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BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$99.00
Change+$3.97 (+4.18%)
VolumeN/A
Net Assets3.54B
Fidelity Extended Market Index
Price$96.79
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets41.46B
BARIX vs FSMAX Comparison Chart in %
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VS
BARIX vs. FSMAX commentary
Nov 20, 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: 41.5B vs. BARIX (3.54B). FSMAX pays higher dividends than BARIX: FSMAX (0.43) 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: 15.00 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 : 3.62 vs. BARIX (-14.62). FSMAX return over 5 years is better than : 33.53 vs. BARIX (-12.37).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD0.8586.49213%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B41.5B9%
Annual Yield % from dividends0.000.43-
Returns for 1 year-14.623.62-404%
Returns for 3 years7.0849.9214%
Returns for 5 years-12.3733.53-37%
Returns for 10 years50.8394.0954%
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