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BACAX vs FANIX
BACAX vs FANIX Comparison Chart in %
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BACAX vs. FANIX commentary
Nov 20, 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 FANIX is a Hold.
FUNDAMENTALS
Fundamentals
FANIX has more cash in the bank: 895M vs. BACAX (274M). BACAX pays higher dividends than FANIX: BACAX (2.23) vs FANIX (0.91). BACAX was incepted earlier than FANIX: BACAX (21 years) vs FANIX (30 years). BACAX (1.31) is less costly to investors than FANIX (0.71). BACAX is a more actively managed with annual turnover of: 66.00 vs. FANIX (15.00). FANIX has a lower initial minimum investment than BACAX: FANIX (0) vs BACAX (1000). FANIX annual gain was more profitable for investors over the last year : 5.27 vs. BACAX (3.25). FANIX return over 5 years is better than : 225.51 vs. BACAX (155.25).
| BACAX | FANIX | BACAX / FANIX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 21 years | 30 years | - |
| Gain YTD | 11.371 | 12.889 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 895M | 31% |
| Annual Yield % from dividends | 2.23 | 0.91 | 245% |
| Returns for 1 year | 3.25 | 5.27 | 62% |
| Returns for 3 years | 14.65 | 13.68 | 107% |
| Returns for 5 years | 155.25 | 225.51 | 69% |
| Returns for 10 years | 72.04 | 84.75 | 85% |
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