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BARUX vs FSMAX
BARUX vs FSMAX Comparison
Open Charts BARUX vs FSMAX
BARUX vs FSMAX Comparison Chart in %
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BARUX vs. FSMAX commentary
Jun 24, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. BARUX (3.86B). FSMAX pays higher dividends than BARUX: FSMAX (0.50) vs BARUX (0.00). BARUX was incepted earlier than FSMAX: BARUX (10 years) vs FSMAX (15 years). BARUX (1.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. BARUX (6.00). 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 : 29.23 vs. BARUX (5.98). FSMAX return over 5 years is better than : 33.65 vs. BARUX (-15.21).
| BARUX | FSMAX | BARUX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 3,000% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 11.116 | 15.427 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 42.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 5.98 | 29.23 | 20% |
| Returns for 3 years | 10.07 | 73.83 | 14% |
| Returns for 5 years | -15.21 | 33.65 | -45% |
| Returns for 10 years | 84.69 | 153.47 | 55% |
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