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BACAX vs FSENX
BACAX vs FSENX Comparison Chart in %
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BACAX vs. FSENX 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 FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.77B vs. BACAX (274M). BACAX pays higher dividends than FSENX: BACAX (2.23) vs FSENX (1.87). BACAX was incepted earlier than FSENX: BACAX (21 years) vs FSENX (44 years). BACAX (1.31) is less costly to investors than FSENX (0.65). BACAX is a more actively managed with annual turnover of: 66.00 vs. FSENX (15.00). FSENX has a lower initial minimum investment than BACAX: FSENX (0) vs BACAX (1000). FSENX annual gain was more profitable for investors over the last year : 5.06 vs. BACAX (3.25). FSENX return over 5 years is better than : 226.21 vs. BACAX (155.25).
| BACAX | FSENX | BACAX / FSENX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 21 years | 44 years | - |
| Gain YTD | 11.371 | 12.707 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 1.77B | 15% |
| Annual Yield % from dividends | 2.23 | 1.87 | 119% |
| Returns for 1 year | 3.25 | 5.06 | 64% |
| Returns for 3 years | 14.65 | 13.21 | 111% |
| Returns for 5 years | 155.25 | 226.21 | 69% |
| Returns for 10 years | 72.04 | 83.24 | 87% |
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