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BACAX vs FANAX
BACAX vs FANAX Comparison Chart in %
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BACAX vs. FANAX commentary
Jul 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 BACAX is a Hold and FANAX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 931M vs. BACAX (275M). BACAX pays higher dividends than FANAX: BACAX (2.20) vs FANAX (0.94). 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 : -0.73 vs. FANAX (-5.81). FANAX return over 5 years is better than : 197.80 vs. BACAX (144.64).
| 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 | 5.568 | 3.235 | 172% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 931M | 30% |
| Annual Yield % from dividends | 2.20 | 0.94 | 234% |
| Returns for 1 year | -0.73 | -5.81 | 13% |
| Returns for 3 years | 38.66 | 39.23 | 99% |
| Returns for 5 years | 144.64 | 197.80 | 73% |
| Returns for 10 years | 48.35 | 56.74 | 85% |
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