BARUX
Price
$100.82
Change
+$0.09 (+0.09%)
Updated
Aug 28 closing price
Net Assets
4.03B
FSMAX
Price
$99.75
Change
+$0.63 (+0.64%)
Updated
Aug 28 closing price
Net Assets
39.63B
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BARUX vs FSMAX

Header iconBARUX vs FSMAX Comparison
Open Charts BARUX vs FSMAXBanner chart's image
Baron Asset R6
Price$100.82
Change+$0.09 (+0.09%)
VolumeN/A
Net Assets4.03B
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
BARUX vs FSMAX Comparison Chart in %
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BARUX vs. FSMAX commentary
Aug 29, 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: 39.6B vs. BARUX (4.03B). FSMAX pays higher dividends than BARUX: FSMAX (0.46) vs BARUX (0.00). BARUX was incepted earlier than FSMAX: BARUX (10 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 (4.00). 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 : 17.59 vs. BARUX (-8.44). FSMAX return over 5 years is better than : 52.77 vs. BARUX (-4.46).
BARUXFSMAXBARUX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence10 years14 years-
Gain YTD2.6609.06729%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B39.6B10%
Annual Yield % from dividends0.000.46-
Returns for 1 year-8.4417.59-48%
Returns for 3 years12.0148.6725%
Returns for 5 years-4.4652.77-8%
Returns for 10 yearsN/A100.52-
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