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BACIX vs FANAX
BACIX vs FANAX Comparison Chart
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BACIX vs. FANAX commentary
May 10, 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 FANAX is a Buy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 892M vs. BACIX (266M). BACIX pays higher dividends than FANAX: BACIX (2.72) vs FANAX (1.03). BACIX was incepted earlier than FANAX: BACIX (20 years) vs FANAX (29 years). BACIX (1.07) is less costly to investors than FANAX (0.98). BACIX is a more actively managed with annual turnover of: 35.00 vs. FANAX (31.00). FANAX has a lower initial minimum investment than BACIX: FANAX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : -9.40 vs. FANAX (-14.79). FANAX return over 5 years is better than : 169.18 vs. BACIX (130.19).
| BACIX | FANAX | BACIX / FANAX | |
| Total Expense Ratio | 0.91 | 0.98 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 0.98 | 109% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | -2.401 | -5.194 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 892M | 30% |
| Annual Yield % from dividends | 2.72 | 1.03 | 264% |
| Returns for 1 year | -9.40 | -14.79 | 64% |
| Returns for 3 years | 16.58 | 15.43 | 107% |
| Returns for 5 years | 130.19 | 169.18 | 77% |
| Returns for 10 years | 22.14 | 26.93 | 82% |
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