BARUX
Price
$98.38
Change
-$0.63 (-0.64%)
Updated
Oct 7 closing price
Net Assets
3.79B
FSMAX
Price
$101.54
Change
-$1.22 (-1.19%)
Updated
Oct 7 closing price
Net Assets
41.44B
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BARUX vs FSMAX

Header iconBARUX vs FSMAX Comparison
Open Charts BARUX vs FSMAXBanner chart's image
Baron Asset R6
Price$98.38
Change-$0.63 (-0.64%)
VolumeN/A
Net Assets3.79B
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
BARUX vs FSMAX Comparison Chart in %
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VS
BARUX vs. FSMAX commentary
Oct 08, 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 Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BARUX (3.79B). FSMAX pays higher dividends than BARUX: FSMAX (0.44) 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 : 19.58 vs. BARUX (-13.08). FSMAX return over 5 years is better than : 53.17 vs. BARUX (-8.88).
BARUXFSMAXBARUX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence10 years14 years-
Gain YTD0.26513.0722%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.79B41.4B9%
Annual Yield % from dividends0.000.44-
Returns for 1 year-13.0819.58-67%
Returns for 3 years16.9570.0224%
Returns for 5 years-8.8853.17-17%
Returns for 10 yearsN/A107.23-
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