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BACAX vs FANIX
BACAX vs FANIX Comparison Chart in %
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BACAX vs. FANIX commentary
Oct 14, 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: 944M vs. BACAX (263M). BACAX pays higher dividends than FANIX: BACAX (2.21) vs FANIX (0.90). BACAX was incepted earlier than FANIX: BACAX (21 years) vs FANIX (30 years). BACAX (1.36) 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 : 0.71 vs. BACAX (0.34). FANIX return over 5 years is better than : 262.64 vs. BACAX (186.37).
| BACAX | FANIX | BACAX / FANIX | |
| Total Expense Ratio | 1.32 | 0.71 | 186% |
| Annual Report Gross Expense Ratio | 1.36 | 0.71 | 192% |
| Fund Existence | 21 years | 30 years | - |
| Gain YTD | 7.463 | 8.078 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 944M | 28% |
| Annual Yield % from dividends | 2.21 | 0.90 | 246% |
| Returns for 1 year | 0.34 | 0.71 | 48% |
| Returns for 3 years | 26.04 | 24.22 | 107% |
| Returns for 5 years | 186.37 | 262.64 | 71% |
| Returns for 10 years | 61.28 | 74.09 | 83% |
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