Interact to see
Advertisement
Advertisement
BACIX vs FAGNX
BACIX vs FAGNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BACIX vs. FAGNX commentary
Jun 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 BACIX is a StrongBuy and FAGNX is a Buy.
FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 897M vs. BACIX (280M). BACIX pays higher dividends than FAGNX: BACIX (2.66) vs FAGNX (0.84). BACIX was incepted earlier than FAGNX: BACIX (20 years) vs FAGNX (37 years). FAGNX (1.23) is less costly to investors than BACIX (1.07). BACIX is a more actively managed with annual turnover of: 35.00 vs. FAGNX (31.00). FAGNX has a lower initial minimum investment than BACIX: FAGNX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 3.32 vs. FAGNX (-1.78). FAGNX return over 5 years is better than : 173.78 vs. BACIX (138.65).
| BACIX | FAGNX | BACIX / FAGNX | |
| Total Expense Ratio | 0.91 | 1.23 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.23 | 87% |
| Fund Existence | 20 years | 37 years | - |
| Gain YTD | 4.726 | 2.059 | 229% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 897M | 31% |
| Annual Yield % from dividends | 2.66 | 0.84 | 316% |
| Returns for 1 year | 3.32 | -1.78 | -186% |
| Returns for 3 years | 15.24 | 11.04 | 138% |
| Returns for 5 years | 138.65 | 173.78 | 80% |
| Returns for 10 years | 38.01 | 39.31 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSRAX | 11.37 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr A | |||
| VVPSX | 11.88 | N/A | N/A |
| Vulcan Value Partners Small Cap | |||
| LAMHX | 24.07 | N/A | N/A |
| Lord Abbett Dividend Growth R6 | |||
| RGAEX | 77.23 | -0.93 | -1.19% |
| American Funds Growth Fund of Amer R4 | |||
| JCSCX | 19.26 | -0.32 | -1.63% |
| Janus Henderson Small Cap Value C | |||