BARIX
Price
$101.89
Change
-$0.69 (-0.67%)
Updated
Jun 25 closing price
Net Assets
4.07B
FSMAX
Price
$90.92
Change
-$0.85 (-0.93%)
Updated
Jun 25 closing price
Net Assets
37.61B
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BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$101.89
Change-$0.69 (-0.67%)
VolumeN/A
Net Assets4.07B
Fidelity Extended Market Index
Price$90.92
Change-$0.85 (-0.93%)
VolumeN/A
Net Assets37.61B
BARIX vs FSMAX Comparison Chart in %
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BARIX vs. FSMAX commentary
Jun 27, 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: 37.6B vs. BARIX (4.07B). FSMAX pays higher dividends than BARIX: FSMAX (0.50) 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 : 15.50 vs. BARIX (-4.05). FSMAX return over 5 years is better than : 65.92 vs. BARIX (9.31).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD4.5030.979460%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B37.6B11%
Annual Yield % from dividends0.000.50-
Returns for 1 year-4.0515.50-26%
Returns for 3 years18.5244.8841%
Returns for 5 years9.3165.9214%
Returns for 10 years48.9371.3269%
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