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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
Jul 14, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. BARUX (3.8B). FSMAX pays higher dividends than BARUX: FSMAX (0.48) 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 : 24.38 vs. BARUX (-2.38). FSMAX return over 5 years is better than : 39.12 vs. BARUX (-21.67).
| 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 | 3.615 | 15.913 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 43.5B | 9% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -2.38 | 24.38 | -10% |
| Returns for 3 years | -2.94 | 63.28 | -5% |
| Returns for 5 years | -21.67 | 39.12 | -55% |
| Returns for 10 years | 63.53 | 139.20 | 46% |
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