BARIX
Price
$91.98
Change
-$0.03 (-0.03%)
Updated
Feb 4 closing price
Net Assets
3.57B
FSMAX
Price
$103.15
Change
-$0.39 (-0.38%)
Updated
Feb 4 closing price
Net Assets
40.63B
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BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$91.98
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets3.57B
Fidelity Extended Market Index
Price$103.15
Change-$0.39 (-0.38%)
VolumeN/A
Net Assets40.63B
BARIX vs FSMAX Comparison Chart in %
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VS
BARIX vs. FSMAX commentary
Feb 06, 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 BARIX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. BARIX (3.57B). FSMAX pays higher dividends than BARIX: FSMAX (0.56) vs BARIX (0.00). BARIX was incepted earlier than FSMAX: BARIX (17 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 (6.00). 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 : 9.37 vs. BARIX (-11.35). FSMAX return over 5 years is better than : 17.47 vs. BARIX (-23.32).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence17 years14 years-
Gain YTD-4.2172.851-148%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B40.6B9%
Annual Yield % from dividends0.000.56-
Returns for 1 year-11.359.37-121%
Returns for 3 years-6.7647.78-14%
Returns for 5 years-23.3217.47-133%
Returns for 10 years79.47156.5351%
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