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BACIX vs FIKAX
BACIX vs FIKAX Comparison Chart in %
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BACIX vs. FIKAX 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 FIKAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 952M vs. BACIX (272M). BACIX pays higher dividends than FIKAX: BACIX (2.52) vs FIKAX (0.97). BACIX was incepted earlier than FIKAX: BACIX (21 years) vs FIKAX (7 years). BACIX (1.07) is less costly to investors than FIKAX (0.58). BACIX is a more actively managed with annual turnover of: 66.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than BACIX: FIKAX (0) vs BACIX (2000000). FIKAX annual gain was more profitable for investors over the last year : 9.19 vs. BACIX (7.49). FIKAX return over 5 years is better than : 249.27 vs. BACIX (180.35).
| BACIX | FIKAX | BACIX / FIKAX | |
| Total Expense Ratio | 0.91 | 0.58 | 157% |
| Annual Report Gross Expense Ratio | 1.07 | 0.58 | 184% |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | 9.084 | 9.955 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 952M | 29% |
| Annual Yield % from dividends | 2.52 | 0.97 | 261% |
| Returns for 1 year | 7.49 | 9.19 | 82% |
| Returns for 3 years | 27.90 | 28.97 | 96% |
| Returns for 5 years | 180.35 | 249.27 | 72% |
| Returns for 10 years | 82.63 | N/A | - |
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