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BARUX vs FSMAX
BARUX vs FSMAX Comparison
Open Charts BARUX vs FSMAX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
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BARUX vs FSMAX Comparison Chart
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BARUX vs. FSMAX commentary
Sep 21, 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 BARUX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. BARUX (4.36B). FSMAX pays higher dividends than BARUX: FSMAX (1.10) vs BARUX (0.00). BARUX was incepted earlier than FSMAX: BARUX (9 years) vs FSMAX (13 years). FSMAX is a more actively managed with annual turnover of: 18.00 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 : 28.78 vs. BARUX (18.89). FSMAX return over 5 years is better than : 45.86 vs. BARUX (31.55).
| BARUX | FSMAX | BARUX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 10.427 | 11.184 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 41.9B | 10% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 18.89 | 28.78 | 66% |
| Returns for 3 years | -11.43 | 1.47 | -779% |
| Returns for 5 years | 31.55 | 45.86 | 69% |
| Returns for 10 years | N/A | 76.52 | - |
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