BARIX
Price
$98.22
Change
-$2.98 (-2.94%)
Updated
Dec 18 closing price
FSMAX
Price
$91.53
Change
-$4.22 (-4.41%)
Updated
Dec 18 closing price
Ad is loading...

BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$98.22
Change-$2.98 (-2.94%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
BARIX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BARIX vs. FSMAX commentary
Dec 19, 2024

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.

FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. BARIX (4.56B). 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 : 24.85 vs. BARIX (-1.33). FSMAX return over 5 years is better than : 54.67 vs. BARIX (13.57).
BARIXFSMAXBARIX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years13 years-
Gain YTD-2.68322.662-12%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.56B44.5B10%
Annual Yield % from dividends0.001.10-
Returns for 1 year-1.3324.85-5%
Returns for 3 years-15.2115.90-96%
Returns for 5 years13.5754.6725%
Returns for 10 years55.7488.5763%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FBTDX125.940.92
+0.74%
Franklin Biotechnology Discovery C
GEORX6.43N/A
N/A
Pear Tree Essex Environmental Opps R6
NOSIX62.56N/A
N/A
Northern Stock Index
GILIX25.70-0.09
-0.35%
NAA Large Core Instl
TQCIX18.44-0.08
-0.43%
Touchstone Dividend Equity Institutional