BARIX
Price
$98.43
Change
-$1.60 (-1.60%)
Updated
Feb 21 closing price
Net Assets
4.38B
FSMAX
Price
$91.19
Change
-$2.88 (-3.06%)
Updated
Feb 21 closing price
Net Assets
41.92B
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BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$98.43
Change-$1.60 (-1.60%)
VolumeN/A
Net Assets4.38B
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
BARIX vs FSMAX Comparison Chart
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VS
BARIX vs. FSMAX commentary
Feb 23, 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 StrongBuy and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. BARIX (4.38B). FSMAX pays higher dividends than BARIX: FSMAX (1.10) vs BARIX (0.00). BARIX was incepted earlier than FSMAX: BARIX (16 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 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 : 15.39 vs. BARIX (-7.62). FSMAX return over 5 years is better than : 41.45 vs. BARIX (2.62).
BARIXFSMAXBARIX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years13 years-
Gain YTD0.2750.34181%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.38B41.9B10%
Annual Yield % from dividends0.001.10-
Returns for 1 year-7.6215.39-50%
Returns for 3 years-2.4324.35-10%
Returns for 5 years2.6241.456%
Returns for 10 years47.4672.1566%
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