Interact to see
Advertisement
Advertisement
BACIX vs FANAX
BACIX vs FANAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BACIX vs. FANAX commentary
Jul 16, 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 FANAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 931M vs. BACIX (281M). BACIX pays higher dividends than FANAX: BACIX (2.52) vs FANAX (0.94). 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 : 2.29 vs. FANAX (-1.37). FANAX return over 5 years is better than : 199.92 vs. BACIX (149.55).
| 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 | 7.577 | 5.877 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 931M | 30% |
| Annual Yield % from dividends | 2.52 | 0.94 | 268% |
| Returns for 1 year | 2.29 | -1.37 | -168% |
| Returns for 3 years | 42.69 | 42.79 | 100% |
| Returns for 5 years | 149.55 | 199.92 | 75% |
| Returns for 10 years | 56.47 | 60.75 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement