Interact to see
Advertisement
Advertisement
BACAX vs FANAX
BACAX vs FANAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BACAX vs. FANAX commentary
Aug 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 Hold and FANAX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 942M vs. BACAX (266M). BACAX pays higher dividends than FANAX: BACAX (2.28) vs FANAX (0.91). 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 : 0.19 vs. FANAX (-2.74). FANAX return over 5 years is better than : 186.07 vs. BACAX (138.86).
| 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 | 3.399 | 1.458 | 233% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 942M | 28% |
| Annual Yield % from dividends | 2.28 | 0.91 | 251% |
| Returns for 1 year | 0.19 | -2.74 | -7% |
| Returns for 3 years | 24.66 | 25.55 | 97% |
| Returns for 5 years | 138.86 | 186.07 | 75% |
| Returns for 10 years | 52.93 | 57.93 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers