BARAX
Price
$93.72
Change
+$0.12 (+0.13%)
Updated
Dec 3 closing price
Net Assets
3.72B
FSMAX
Price
$102.38
Change
+$1.40 (+1.39%)
Updated
Dec 3 closing price
Net Assets
41.03B
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BARAX vs FSMAX

Header iconBARAX vs FSMAX Comparison
Open Charts BARAX vs FSMAXBanner chart's image
Baron Asset Retail
Price$93.72
Change+$0.12 (+0.13%)
VolumeN/A
Net Assets3.72B
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
BARAX vs FSMAX Comparison Chart in %
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VS
BARAX vs. FSMAX commentary
Dec 04, 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 Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BARAX (3.72B). FSMAX pays higher dividends than BARAX: FSMAX (0.43) 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 (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 : 3.33 vs. BARAX (-17.50). FSMAX return over 5 years is better than : 33.03 vs. BARAX (-11.88).
BARAXFSMAXBARAX / FSMAX
Total Expense Ratio1.290.043,686%
Annual Report Gross Expense Ratio1.290.043,686%
Fund Existence39 years14 years-
Gain YTD2.48011.12522%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.72B41B9%
Annual Yield % from dividends0.000.43-
Returns for 1 year-17.503.33-526%
Returns for 3 years2.2851.854%
Returns for 5 years-11.8833.03-36%
Returns for 10 years61.42101.8260%
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