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BACAX vs FIKAX
BACAX vs FIKAX Comparison Chart
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BACAX vs. FIKAX commentary
May 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 StrongBuy and FIKAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. BACAX (269M). BACAX pays higher dividends than FIKAX: BACAX (2.37) vs FIKAX (1.14). BACAX was incepted earlier than FIKAX: BACAX (20 years) vs FIKAX (7 years). BACAX (1.36) is less costly to investors than FIKAX (0.58). BACAX is a more actively managed with annual turnover of: 35.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than BACAX: FIKAX (0) vs BACAX (1000). BACAX annual gain was more profitable for investors over the last year : -8.79 vs. FIKAX (-13.66). FIKAX return over 5 years is better than : 177.46 vs. BACAX (127.72).
| BACAX | FIKAX | BACAX / FIKAX | |
| Total Expense Ratio | 1.32 | 0.58 | 228% |
| Annual Report Gross Expense Ratio | 1.36 | 0.58 | 234% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -1.547 | -4.162 | 37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 892M | 30% |
| Annual Yield % from dividends | 2.37 | 1.14 | 208% |
| Returns for 1 year | -8.79 | -13.66 | 64% |
| Returns for 3 years | 16.33 | 17.91 | 91% |
| Returns for 5 years | 127.72 | 177.46 | 72% |
| Returns for 10 years | 18.92 | N/A | - |
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