BARIX
Price
$106.83
Change
-$0.98 (-0.91%)
Updated
Dec 12 closing price
Net Assets
3.9B
FSMAX
Price
$103.20
Change
-$1.70 (-1.62%)
Updated
Dec 12 closing price
Net Assets
41.03B
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BARIX vs FSMAX

Header iconBARIX vs FSMAX Comparison
Open Charts BARIX vs FSMAXBanner chart's image
Baron Asset Instl
Price$106.83
Change-$0.98 (-0.91%)
VolumeN/A
Net Assets3.9B
Fidelity Extended Market Index
Price$103.20
Change-$1.70 (-1.62%)
VolumeN/A
Net Assets41.03B
BARIX vs FSMAX Comparison Chart in %
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VS
BARIX vs. FSMAX commentary
Dec 14, 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 Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BARIX (3.9B). FSMAX pays higher dividends than BARIX: FSMAX (0.43) 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 : 7.13 vs. BARIX (-10.68). FSMAX return over 5 years is better than : 33.85 vs. BARIX (-4.09).
BARIXFSMAXBARIX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence17 years14 years-
Gain YTD9.83314.41568%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B41B10%
Annual Yield % from dividends0.000.43-
Returns for 1 year-10.687.13-150%
Returns for 3 years13.7061.8522%
Returns for 5 years-4.0933.85-12%
Returns for 10 years86.85118.9273%
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