BARUX
Price
$97.28
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
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BARUX vs FSMAX

Header iconBARUX vs FSMAX Comparison
Open Charts BARUX vs FSMAXBanner chart's image
Baron Asset R6
Price$97.28
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
BARUX vs FSMAX Comparison Chart in %
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VS
BARUX 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 BARUX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. BARUX (3.68B). FSMAX pays higher dividends than BARUX: FSMAX (0.44) vs BARUX (0.00). BARUX was incepted earlier than FSMAX: BARUX (10 years) vs FSMAX (14 years). BARUX (1.04) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. BARUX (4.00). FSMAX has a lower initial minimum investment than BARUX: FSMAX (0) vs BARUX (5000000). FSMAX annual gain was more profitable for investors over the last year : 12.97 vs. BARUX (-15.89). FSMAX return over 5 years is better than : 49.17 vs. BARUX (-10.76).
BARUXFSMAXBARUX / FSMAX
Total Expense Ratio1.040.042,971%
Annual Report Gross Expense Ratio1.040.042,971%
Fund Existence10 years14 years-
Gain YTD-0.85511.103-8%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B41.4B9%
Annual Yield % from dividends0.000.44-
Returns for 1 year-15.8912.97-123%
Returns for 3 years15.3663.9224%
Returns for 5 years-10.7649.17-22%
Returns for 10 yearsN/A104.19-
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