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BACAX vs FIKAX
BACAX vs FIKAX Comparison Chart in %
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BACAX vs. FIKAX 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 FIKAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 944M vs. BACAX (263M). BACAX pays higher dividends than FIKAX: BACAX (2.21) vs FIKAX (0.96). BACAX was incepted earlier than FIKAX: BACAX (21 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: 66.00 vs. FIKAX (15.00). FIKAX has a lower initial minimum investment than BACAX: FIKAX (0) vs BACAX (1000). FIKAX annual gain was more profitable for investors over the last year : 0.83 vs. BACAX (0.34). FIKAX return over 5 years is better than : 264.97 vs. BACAX (186.37).
| BACAX | FIKAX | BACAX / FIKAX | |
| Total Expense Ratio | 1.32 | 0.58 | 228% |
| Annual Report Gross Expense Ratio | 1.36 | 0.58 | 234% |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | 7.463 | 8.196 | 91% |
| 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 | 0.96 | 231% |
| Returns for 1 year | 0.34 | 0.83 | 41% |
| Returns for 3 years | 26.04 | 24.69 | 105% |
| Returns for 5 years | 186.37 | 264.97 | 70% |
| Returns for 10 years | 61.28 | N/A | - |
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