BARUX
Price
$102.92
Change
+$0.43 (+0.42%)
Updated
Jun 6 closing price
Net Assets
4.07B
FSMAX
Price
$90.60
Change
+$1.13 (+1.26%)
Updated
Jun 6 closing price
Net Assets
37.61B
Interact to see
Advertisement

BARUX vs FSMAX

Header iconBARUX vs FSMAX Comparison
Open Charts BARUX vs FSMAXBanner chart's image
Baron Asset R6
Price$102.92
Change+$0.43 (+0.42%)
VolumeN/A
Net Assets4.07B
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
BARUX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BARUX vs. FSMAX commentary
Jun 07, 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 BARUX is a Buy and FSMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BARUX (4.07B). FSMAX pays higher dividends than BARUX: FSMAX (0.50) vs BARUX (0.00). BARUX was incepted earlier than FSMAX: BARUX (9 years) vs FSMAX (14 years). BARUX (1.04) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. BARUX (5.48). FSMAX has a lower initial minimum investment than BARUX: FSMAX (0) vs BARUX (5000000). FSMAX annual gain was more profitable for investors over the last year : 11.97 vs. BARUX (-3.08). FSMAX return over 5 years is better than : 51.39 vs. BARUX (5.85).
BARUXFSMAXBARUX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence9 years14 years-
Gain YTD4.454-1.551-287%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B37.6B11%
Annual Yield % from dividends0.000.50-
Returns for 1 year-3.0811.97-26%
Returns for 3 years12.6130.4741%
Returns for 5 years5.8551.3911%
Returns for 10 yearsN/A69.53-
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 %
BBGSX16.100.13
+0.81%
Bridge Builder Small/Mid Cap Growth
BDOIX11.22N/A
N/A
iShares MSCI Total Intl Idx Instl
BKRDX8.27N/A
N/A
iShares Developed Real Estate Idx K
HWVIX11.18N/A
N/A
Hotchkis & Wiley Sm Cp Divers Val I
QNTAX36.06N/A
N/A
Meeder Sector Rotation Adviser