BARAX
Price
$91.15
Change
+$0.27 (+0.30%)
Updated
Nov 12 closing price
Net Assets
3.74B
FSMAX
Price
$101.36
Change
-$0.06 (-0.06%)
Updated
Nov 12 closing price
Net Assets
41.46B
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BARAX vs FSMAX

Header iconBARAX vs FSMAX Comparison
Open Charts BARAX vs FSMAXBanner chart's image
Baron Asset Retail
Price$91.15
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets3.74B
Fidelity Extended Market Index
Price$101.36
Change-$0.06 (-0.06%)
VolumeN/A
Net Assets41.46B
BARAX vs FSMAX Comparison Chart in %
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VS
BARAX vs. FSMAX commentary
Nov 13, 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 BARAX is a StrongBuy and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. BARAX (3.74B). FSMAX pays higher dividends than BARAX: FSMAX (0.43) vs BARAX (0.00). BARAX was incepted earlier than FSMAX: BARAX (38 years) vs FSMAX (14 years). BARAX (1.29) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BARAX (4.00). FSMAX has a lower initial minimum investment than BARAX: FSMAX (0) vs BARAX (2000). FSMAX annual gain was more profitable for investors over the last year : 6.78 vs. BARAX (-18.95). FSMAX return over 5 years is better than : 44.78 vs. BARAX (-15.65).
BARAXFSMAXBARAX / FSMAX
Total Expense Ratio1.290.043,686%
Annual Report Gross Expense Ratio1.290.043,686%
Fund Existence38 years14 years-
Gain YTD-0.13811.598-1%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B41.5B9%
Annual Yield % from dividends0.000.43-
Returns for 1 year-18.956.78-279%
Returns for 3 years1.4553.303%
Returns for 5 years-15.6544.78-35%
Returns for 10 years46.06108.3643%
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