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BACAX vs FSENX
BACAX vs FSENX Comparison Chart
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BACAX vs. FSENX 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 FSENX is a Buy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.68B vs. BACAX (269M). BACAX pays higher dividends than FSENX: BACAX (2.37) vs FSENX (2.19). BACAX was incepted earlier than FSENX: BACAX (20 years) vs FSENX (44 years). BACAX (1.36) is less costly to investors than FSENX (0.73). 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 : -8.79 vs. FSENX (-13.58). FSENX return over 5 years is better than : 177.47 vs. BACAX (127.72).
| BACAX | FSENX | BACAX / FSENX | |
| Total Expense Ratio | 1.32 | 0.73 | 181% |
| Annual Report Gross Expense Ratio | 1.36 | 0.73 | 186% |
| Fund Existence | 20 years | 44 years | - |
| Gain YTD | -1.547 | -4.045 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 1.68B | 16% |
| Annual Yield % from dividends | 2.37 | 2.19 | 108% |
| Returns for 1 year | -8.79 | -13.58 | 65% |
| Returns for 3 years | 16.33 | 17.65 | 92% |
| Returns for 5 years | 127.72 | 177.47 | 72% |
| Returns for 10 years | 18.92 | 30.27 | 63% |