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BACIX vs FAGNX
BACIX vs FAGNX Comparison Chart
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BACIX vs. FAGNX commentary
Mar 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 BACIX is a Buy and FAGNX is a Buy.
FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 1.09B vs. BACIX (286M). BACIX pays higher dividends than FAGNX: BACIX (2.53) vs FAGNX (0.79). 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 : 0.84 vs. FAGNX (-4.42). FAGNX return over 5 years is better than : 147.66 vs. BACIX (110.28).
| 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 | 0.150 | -2.259 | -7% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 1.09B | 26% |
| Annual Yield % from dividends | 2.53 | 0.79 | 323% |
| Returns for 1 year | 0.84 | -4.42 | -19% |
| Returns for 3 years | 22.44 | 19.52 | 115% |
| Returns for 5 years | 110.28 | 147.66 | 75% |
| Returns for 10 years | 38.93 | 40.69 | 96% |
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