BARAX vs FMCSX

Both BARAX and FMCSX are mutual funds. BARAX has a lower 5-year return than FMCSX (10.05% vs 11.52%). BARAX has a higher expense ratio than FMCSX (1.29% vs 0.77%). Below is the comparison between BARAX and FMCSX.

BARAX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Baron Capital Group, Inc. Fidelity Investments
Net Assets $2.17B $6.03B
Expense Ratio 1.29% 0.77%
Management Style active active
Dividend Yield 0.00% 1.22%
Minimum Investment $3,000.00 $2,500.00
YTD Return -29.77% -8.23%
1-Year Return -14.56% -5.15%
3-Year Return 5.64% 13.27%
5-Year Return 10.05% 11.52%
10-Year Return 12.75% 13.00%

BARAX

BARAX description

The Fund seeks capital appreciation through long-term investments primarily in securities of companies with undervalued assets or favorable growth prospects. The Fund invests for the long term primarily in equity securities in the form of common stock of medium-sized growth companies.

BARAX performance & returns

YTD Return -29.77%
1-Month Return -15.36%
3-Month Return -14.56%
1-Year Return -14.56%
3-Year Return 5.64%
5-Year Return 10.05%
10-Year Return 12.75%
BARAX expense ratio is 1.29%.

BARAX holdings

Top 10 Holdings (37.20% of Total Assets)

Name Symbol % Assets
IDEXX Laboratories Inc IDXX 6.65%
Verisk Analytics Inc VRSK 4.10%
Gartner Inc A IT 3.84%
Mettler-Toledo International Inc MTD 3.83%
Ansys Inc ANSS 3.73%
CoStar Group Inc CSGP 3.55%
West Pharmaceutical Services Inc WST 3.19%
Guidewire Software Inc GWRE 2.88%
SBA Communications Corp SBAC 2.81%
Ceridian HCM Holding Inc CDAY 2.62%

BARAX pros

The following are BARAX strengths from our perspective:

  • BARAX 5-year return is 10.05%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 9.94%.
  • BARAX 10-year return is 12.75%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.31%.
  • BARAX 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 8.45%.

BARAX cons

The following are BARAX weaknesses from our perspective:

  • BARAX 3-year return is 5.64%, which is lower than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 7.11%.
  • BARAX expense ratio is 1.29%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

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FMCSX

FMCSX description

The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations (which, for purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400.

FMCSX performance & returns

YTD Return -8.23%
1-Month Return -9.56%
3-Month Return -5.15%
1-Year Return -5.15%
3-Year Return 13.27%
5-Year Return 11.52%
10-Year Return 13.00%
FMCSX expense ratio is 0.77%.

FMCSX holdings

Top 10 Holdings (16.18% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 3.16%
NVR Inc NVR 1.86%
Generac Holdings Inc GNRC 1.82%
Molina Healthcare Inc MOH 1.79%
WNS (Holdings) Ltd ADR WNS 1.66%
Hologic Inc HOLX 1.31%
Hess Corp HES 1.25%
Donaldson Co Inc DCI 1.12%
AMETEK Inc AME 1.11%
D.R. Horton Inc DHI 1.10%

FMCSX pros

The following are FMCSX strengths from our perspective:

  • FMCSX 3-year return is 13.27%, which is higher than the 3-year return of the benchmark index (S&P MidCap 400 TR), 9.99%.
  • FMCSX 5-year return is 11.52%, which is higher than the 5-year return of the benchmark index (S&P MidCap 400 TR), 8.53%.
  • FMCSX 10-year return is 13%, which is higher than the 10-year return of the benchmark index (S&P MidCap 400 TR), 11.89%.
  • FMCSX 15-year return is 8.15%, which is in line with the 15-year return of the benchmark index (S&P MidCap 400 TR), 8.38%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FMCSX cons

The following are FMCSX weaknesses from our perspective:

  • FMCSX expense ratio is 0.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FMCSX comparisons

You may also want to check out the following FMCSX comparisons that investors often look for on Finny

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