Interact to see
Advertisement
Advertisement
BACAX vs FSENX
BACAX vs FSENX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BACAX vs. FSENX commentary
Jun 07, 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 FSENX is a Buy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.71B vs. BACAX (267M). BACAX pays higher dividends than FSENX: BACAX (2.32) vs FSENX (2.10). BACAX was incepted earlier than FSENX: BACAX (20 years) vs FSENX (44 years). BACAX (1.36) is less costly to investors than FSENX (0.65). BACAX is a more actively managed with annual turnover of: 35.00 vs. FSENX (15.00). FSENX has a lower initial minimum investment than BACAX: FSENX (0) vs BACAX (1000). BACAX annual gain was more profitable for investors over the last year : -4.15 vs. FSENX (-8.53). FSENX return over 5 years is better than : 139.72 vs. BACAX (100.90).
| BACAX | FSENX | BACAX / FSENX | |
| Total Expense Ratio | 1.32 | 0.65 | 203% |
| Annual Report Gross Expense Ratio | 1.36 | 0.65 | 209% |
| Fund Existence | 20 years | 44 years | - |
| Gain YTD | -0.387 | -3.410 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 1.71B | 16% |
| Annual Yield % from dividends | 2.32 | 2.10 | 110% |
| Returns for 1 year | -4.15 | -8.53 | 49% |
| Returns for 3 years | -1.05 | -3.70 | 28% |
| Returns for 5 years | 100.90 | 139.72 | 72% |
| Returns for 10 years | 27.09 | 35.40 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement