BARIX
Price
$92.70
Change
-$3.73 (-3.87%)
Updated
Apr 3 closing price
Net Assets
4.13B
FSMAX
Price
$78.74
Change
-$5.91 (-6.98%)
Updated
Apr 3 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$92.70
Change-$3.73 (-3.87%)
VolumeN/A
Net Assets4.13B
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
BARIX vs FSMAX Comparison Chart
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VS
BARIX vs. FSMAX commentary
Apr 04, 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: 36.5B vs. BARIX (4.13B). 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 : 3.80 vs. BARIX (-10.99). FSMAX return over 5 years is better than : 106.28 vs. BARIX (34.45).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD-1.762-6.85526%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.13B36.5B11%
Annual Yield % from dividends0.000.53-
Returns for 1 year-10.993.80-290%
Returns for 3 years-9.518.54-111%
Returns for 5 years34.45106.2832%
Returns for 10 years42.6557.1075%
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