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BACIX vs FIKAX
BACIX vs FIKAX Comparison Chart in %
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BACIX vs. FIKAX 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 FIKAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. BACIX (281M). BACIX pays higher dividends than FIKAX: BACIX (2.52) vs FIKAX (1.03). BACIX was incepted earlier than FIKAX: BACIX (20 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: 35.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than BACIX: FIKAX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 2.29 vs. FIKAX (-0.99). FIKAX return over 5 years is better than : 206.13 vs. BACIX (149.55).
| BACIX | FIKAX | BACIX / FIKAX | |
| Total Expense Ratio | 0.91 | 0.58 | 157% |
| Annual Report Gross Expense Ratio | 1.07 | 0.58 | 184% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 7.577 | 6.093 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 931M | 30% |
| Annual Yield % from dividends | 2.52 | 1.03 | 244% |
| Returns for 1 year | 2.29 | -0.99 | -231% |
| Returns for 3 years | 42.69 | 44.47 | 96% |
| Returns for 5 years | 149.55 | 206.13 | 73% |
| Returns for 10 years | 56.47 | N/A | - |
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