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BACIX vs FANIX
BACIX vs FANIX Comparison Chart in %
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BACIX vs. FANIX commentary
Nov 22, 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: 895M vs. BACIX (271M). BACIX pays higher dividends than FANIX: BACIX (2.54) vs FANIX (0.91). BACIX was incepted earlier than FANIX: BACIX (21 years) vs FANIX (30 years). BACIX (1.04) is less costly to investors than FANIX (0.71). BACIX is a more actively managed with annual turnover of: 66.00 vs. FANIX (15.00). FANIX has a lower initial minimum investment than BACIX: FANIX (0) vs BACIX (2000000). FANIX annual gain was more profitable for investors over the last year : 4.28 vs. BACIX (1.86). FANIX return over 5 years is better than : 225.51 vs. BACIX (157.56).
| BACIX | FANIX | BACIX / FANIX | |
| Total Expense Ratio | 0.92 | 0.71 | 130% |
| Annual Report Gross Expense Ratio | 1.04 | 0.71 | 146% |
| Fund Existence | 21 years | 30 years | - |
| Gain YTD | 10.526 | 12.889 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 895M | 30% |
| Annual Yield % from dividends | 2.54 | 0.91 | 279% |
| Returns for 1 year | 1.86 | 4.28 | 43% |
| Returns for 3 years | 16.72 | 15.41 | 109% |
| Returns for 5 years | 157.56 | 225.51 | 70% |
| Returns for 10 years | 76.07 | 83.25 | 91% |
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