BARUX
Price
$100.29
Change
-$0.09 (-0.09%)
Updated
Jan 17 closing price
Net Assets
4.21B
FSMAX
Price
$94.51
Change
+$0.64 (+0.68%)
Updated
Jan 17 closing price
Net Assets
40.78B
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BARUX vs FSMAX

Header iconBARUX vs FSMAX Comparison
Open Charts BARUX vs FSMAXBanner chart's image
Baron Asset R6
Price$100.29
Change-$0.09 (-0.09%)
VolumeN/A
Net Assets4.21B
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
BARUX vs FSMAX Comparison Chart
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BARUX vs. FSMAX commentary
Jan 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. BARUX (4.21B). 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 : 26.14 vs. BARUX (-1.96). FSMAX return over 5 years is better than : 48.39 vs. BARUX (6.45).
BARUXFSMAXBARUX / FSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years13 years-
Gain YTD2.2123.99455%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.21B40.8B10%
Annual Yield % from dividends0.001.10-
Returns for 1 year-1.9626.14-8%
Returns for 3 years-6.6121.40-31%
Returns for 5 years6.4548.3913%
Returns for 10 yearsN/A90.18-
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