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BACIX vs FANIX
BACIX vs FANIX Comparison Chart in %
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BACIX vs. FANIX commentary
Oct 06, 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 Hold and FANIX is a Hold.
FUNDAMENTALS
Fundamentals
FANIX has more cash in the bank: 944M vs. BACIX (272M). BACIX pays higher dividends than FANIX: BACIX (2.52) vs FANIX (0.90). BACIX was incepted earlier than FANIX: BACIX (21 years) vs FANIX (30 years). BACIX (1.07) is less costly to investors than FANIX (0.71). BACIX is a more actively managed with annual turnover of: 66.00 vs. FANIX (31.00). FANIX has a lower initial minimum investment than BACIX: FANIX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 2.20 vs. FANIX (1.02). FANIX return over 5 years is better than : 281.98 vs. BACIX (210.24).
| BACIX | FANIX | BACIX / FANIX | |
| Total Expense Ratio | 0.91 | 0.71 | 128% |
| Annual Report Gross Expense Ratio | 1.07 | 0.71 | 151% |
| Fund Existence | 21 years | 30 years | - |
| Gain YTD | 8.704 | 8.485 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 944M | 29% |
| Annual Yield % from dividends | 2.52 | 0.90 | 279% |
| Returns for 1 year | 2.20 | 1.02 | 215% |
| Returns for 3 years | 25.91 | 24.95 | 104% |
| Returns for 5 years | 210.24 | 281.98 | 75% |
| Returns for 10 years | 69.90 | 75.99 | 92% |
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