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BACAX vs FANAX
BACAX vs FANAX Comparison Chart
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BACAX vs. FANAX commentary
Apr 11, 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 BACAX is a Buy and FANAX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 1.08B vs. BACAX (252M). BACAX pays higher dividends than FANAX: BACAX (2.11) vs FANAX (0.90). BACAX was incepted earlier than FANAX: BACAX (20 years) vs FANAX (29 years). BACAX (1.36) is less costly to investors than FANAX (0.98). BACAX is a more actively managed with annual turnover of: 35.00 vs. FANAX (31.00). FANAX initial investment is less costly to investors than BACAX (5%) vs BACAX (5%). FANAX has a lower initial minimum investment than BACAX: FANAX (0) vs BACAX (1000). BACAX annual gain was more profitable for investors over the last year : -18.40 vs. FANAX (-25.74). FANAX return over 5 years is better than : 175.77 vs. BACAX (123.98).
| BACAX | FANAX | BACAX / FANAX | |
| Total Expense Ratio | 1.32 | 0.98 | 135% |
| Annual Report Gross Expense Ratio | 1.36 | 0.98 | 139% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | -9.822 | -14.761 | 67% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 1.08B | 23% |
| Annual Yield % from dividends | 2.11 | 0.90 | 234% |
| Returns for 1 year | -18.40 | -25.74 | 71% |
| Returns for 3 years | 3.15 | -0.56 | -558% |
| Returns for 5 years | 123.98 | 175.77 | 71% |
| Returns for 10 years | 11.15 | 14.38 | 78% |