BARIX
Price
$98.51
Change
-$0.37 (-0.37%)
Updated
Oct 9 closing price
Net Assets
3.77B
FSMAX
Price
$102.11
Change
-$0.61 (-0.59%)
Updated
Oct 9 closing price
Net Assets
41.44B
Interact to see
Advertisement

BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$98.51
Change-$0.37 (-0.37%)
VolumeN/A
Net Assets3.77B
Fidelity Extended Market Index
Price$102.11
Change-$0.61 (-0.59%)
VolumeN/A
Net Assets41.44B
BARIX vs FSMAX Comparison Chart in %
View a ticker or compare two or three
VS
BARIX vs. FSMAX commentary
Oct 11, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BARIX (3.77B). FSMAX pays higher dividends than BARIX: FSMAX (0.44) 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 : 18.49 vs. BARIX (-14.62). FSMAX return over 5 years is better than : 51.92 vs. BARIX (-9.65).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD0.36013.0283%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B41.4B9%
Annual Yield % from dividends0.000.44-
Returns for 1 year-14.6218.49-79%
Returns for 3 years18.8971.8326%
Returns for 5 years-9.6551.92-19%
Returns for 10 years52.05107.5748%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HWAIX42.81N/A
N/A
Hotchkis & Wiley Value Opps Instl
SFGCX14.82N/A
N/A
NAA World Equity Income C
RDWHX13.83-0.03
-0.22%
American Funds Dvlpg Wld Gr&Inc R5E
RETSX95.00-0.31
-0.33%
Russell Inv Tax-Managed US Large Cap S
ICEUX46.98-0.33
-0.70%
NYLI Epoch International Choice Class I