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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BARUX (3.46B). 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 : 20.57 vs. BARUX (-8.92). FSMAX return over 5 years is better than : 33.18 vs. BARUX (-29.00).
| 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 | -3.344 | 13.370 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 40.1B | 9% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -8.92 | 20.57 | -43% |
| Returns for 3 years | -8.95 | 55.83 | -16% |
| Returns for 5 years | -29.00 | 33.18 | -87% |
| Returns for 10 years | 50.67 | 133.82 | 38% |
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