BARAX
Price
$84.62
Change
-$6.81 (-7.45%)
Updated
Feb 3 closing price
Net Assets
3.57B
FSMAX
Price
$103.54
Change
+$1.43 (+1.40%)
Updated
Feb 3 closing price
Net Assets
40.63B
Interact to see
Advertisement

BARAX vs FSMAX

Header iconBARAX vs FSMAX Comparison
Open Charts BARAX vs FSMAXBanner chart's image
Baron Asset Retail
Price$84.62
Change-$6.81 (-7.45%)
VolumeN/A
Net Assets3.57B
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
BARAX vs FSMAX Comparison Chart in %
View a ticker or compare two or three
VS
BARAX vs. FSMAX commentary
Feb 04, 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 BARAX is a Hold and FSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. BARAX (3.57B). FSMAX pays higher dividends than BARAX: FSMAX (0.56) vs BARAX (0.00). BARAX was incepted earlier than FSMAX: BARAX (39 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 (6.00). 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 : 10.51 vs. BARAX (-12.17). FSMAX return over 5 years is better than : 19.23 vs. BARAX (-25.52).
BARAXFSMAXBARAX / FSMAX
Total Expense Ratio1.290.043,686%
Annual Report Gross Expense Ratio1.290.043,686%
Fund Existence39 years14 years-
Gain YTD-4.2113.050-138%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B40.6B9%
Annual Yield % from dividends0.000.56-
Returns for 1 year-12.1710.51-116%
Returns for 3 years-9.4048.06-20%
Returns for 5 years-25.5219.23-133%
Returns for 10 years69.24157.0244%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FMCSX48.52N/A
N/A
Fidelity Mid-Cap Stock
FSHOX129.67N/A
N/A
Fidelity Select Construction & Housing
BVSIX18.33-0.02
-0.11%
Baywood Socially Responsible Instl
JGISX92.71-1.32
-1.40%
JPMorgan U.S. GARP Equity R6
MPAIX25.18-0.96
-3.67%
Morgan Stanley Inst Advantage I