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BACAX vs FSENX
BACAX vs FSENX Comparison Chart
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BACAX vs. FSENX commentary
Apr 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 Buy and FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.96B vs. BACAX (252M). BACAX pays higher dividends than FSENX: BACAX (2.11) vs FSENX (1.85). 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 (17.00). 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 : -18.40 vs. FSENX (-25.38). FSENX return over 5 years is better than : 181.55 vs. BACAX (123.98).
| 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 | -9.822 | -14.562 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 1.96B | 13% |
| Annual Yield % from dividends | 2.11 | 1.85 | 114% |
| Returns for 1 year | -18.40 | -25.38 | 72% |
| Returns for 3 years | 3.15 | 0.38 | 829% |
| Returns for 5 years | 123.98 | 181.55 | 68% |
| Returns for 10 years | 11.15 | 16.31 | 68% |
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