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
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 952M vs. BACIX (272M). BACIX pays higher dividends than FANAX: BACIX (2.52) vs FANAX (0.88). BACIX was incepted earlier than FANAX: BACIX (21 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: 66.00 vs. FANAX (31.00). FANAX has a lower initial minimum investment than BACIX: FANAX (0) vs BACIX (2000000). FANAX annual gain was more profitable for investors over the last year : 8.76 vs. BACIX (7.49). FANAX return over 5 years is better than : 242.20 vs. BACIX (180.35).
| BACIX | FANAX | BACIX / FANAX | |
| Total Expense Ratio | 0.91 | 0.98 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 0.98 | 109% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 9.084 | 9.636 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 952M | 29% |
| Annual Yield % from dividends | 2.52 | 0.88 | 286% |
| Returns for 1 year | 7.49 | 8.76 | 85% |
| Returns for 3 years | 27.90 | 27.45 | 102% |
| Returns for 5 years | 180.35 | 242.20 | 74% |
| Returns for 10 years | 82.63 | 85.15 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers