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BARIX vs FSMAX
BARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAX
BARIX vs FSMAX Comparison Chart in %
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BARIX vs. FSMAX commentary
Sep 13, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BARIX (3.66B). FSMAX pays higher dividends than BARIX: FSMAX (0.49) vs BARIX (0.00). BARIX was incepted earlier than FSMAX: BARIX (17 years) vs FSMAX (15 years). BARIX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BARIX (6.00). 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 : 13.05 vs. BARIX (-2.26). FSMAX return over 5 years is better than : 32.77 vs. BARIX (-25.65).
| BARIX | FSMAX | BARIX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 3,000% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 2.458 | 13.370 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 40.1B | 9% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -2.26 | 13.05 | -17% |
| Returns for 3 years | -1.17 | 63.92 | -2% |
| Returns for 5 years | -25.65 | 32.77 | -78% |
| Returns for 10 years | 60.11 | 133.42 | 45% |
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