BARIX
Price
$97.32
Change
+$0.01 (+0.01%)
Updated
Oct 17 closing price
Net Assets
3.68B
FSMAX
Price
$100.75
Change
-$0.22 (-0.22%)
Updated
Oct 17 closing price
Net Assets
41.44B
Interact to see
Advertisement

BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$97.32
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.68B
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
BARIX vs FSMAX Comparison Chart in %
View a ticker or compare two or three
VS
BARIX vs. FSMAX commentary
Oct 18, 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 BARIX is a Hold and FSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BARIX (3.68B). FSMAX pays higher dividends than BARIX: FSMAX (0.44) vs BARIX (0.00). BARIX was incepted earlier than FSMAX: BARIX (16 years) vs FSMAX (14 years). BARIX (1.04) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BARIX (4.00). FSMAX has a lower initial minimum investment than BARIX: FSMAX (0) vs BARIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 12.97 vs. BARIX (-15.89). FSMAX return over 5 years is better than : 49.17 vs. BARIX (-10.74).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence16 years14 years-
Gain YTD-0.85511.103-8%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B41.4B9%
Annual Yield % from dividends0.000.44-
Returns for 1 year-15.8912.97-122%
Returns for 3 years15.3863.9224%
Returns for 5 years-10.7449.17-22%
Returns for 10 years49.93104.1948%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DIVP24.820.27
+1.10%
Cullen Enhanced Equity Income ETF
NBSM25.270.16
+0.63%
Neuberger Berman Small-Mid Cap ETF
PFM50.700.18
+0.35%
Invesco Dividend Achievers™ ETF
EMB95.740.03
+0.03%
iShares JP Morgan USD Em Mkts Bd ETF
MMJJF0.05N/A
N/A
UNDERWOOD CAP LTD.