BARIX
Price
$102.54
Change
+$0.01 (+0.01%)
Updated
Jun 5 closing price
Net Assets
3.9B
FSMAX
Price
$89.47
Change
-$0.01 (-0.01%)
Updated
Jun 5 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$102.54
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.9B
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
BARIX vs FSMAX Comparison Chart
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BARIX vs. FSMAX commentary
Jun 06, 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 (3.9B). 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 (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 : 11.51 vs. BARIX (-3.28). FSMAX return over 5 years is better than : 51.40 vs. BARIX (5.86).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD4.452-1.540-289%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B37.6B10%
Annual Yield % from dividends0.000.50-
Returns for 1 year-3.2811.51-29%
Returns for 3 years13.5732.4042%
Returns for 5 years5.8651.4011%
Returns for 10 years52.2369.1975%
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