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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BARUX (3.76B). FSMAX pays higher dividends than BARUX: FSMAX (0.50) vs BARUX (0.00). BARUX was incepted earlier than FSMAX: BARUX (11 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 : 23.68 vs. BARUX (2.27). FSMAX return over 5 years is better than : 40.14 vs. BARUX (-21.55).
| 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 | 11 years | 15 years | - |
| Gain YTD | 6.282 | 16.937 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 40.1B | 9% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 2.27 | 23.68 | 10% |
| Returns for 3 years | 4.70 | 72.74 | 6% |
| Returns for 5 years | -21.55 | 40.14 | -54% |
| Returns for 10 years | 62.48 | 134.49 | 46% |