Interact to see
Advertisement
Advertisement
BACIX vs FSENX
BACIX vs FSENX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BACIX vs. FSENX commentary
Jun 14, 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 FSENX is a Buy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.71B vs. BACIX (280M). BACIX pays higher dividends than FSENX: BACIX (2.66) vs FSENX (2.10). BACIX was incepted earlier than FSENX: BACIX (20 years) vs FSENX (44 years). BACIX (1.07) is less costly to investors than FSENX (0.65). BACIX is a more actively managed with annual turnover of: 35.00 vs. FSENX (15.00). FSENX has a lower initial minimum investment than BACIX: FSENX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 3.32 vs. FSENX (-1.14). FSENX return over 5 years is better than : 183.05 vs. BACIX (138.65).
| BACIX | FSENX | BACIX / FSENX | |
| Total Expense Ratio | 0.91 | 0.65 | 140% |
| Annual Report Gross Expense Ratio | 1.07 | 0.65 | 165% |
| Fund Existence | 20 years | 44 years | - |
| Gain YTD | 4.726 | 2.413 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 1.71B | 16% |
| Annual Yield % from dividends | 2.66 | 2.10 | 127% |
| Returns for 1 year | 3.32 | -1.14 | -291% |
| Returns for 3 years | 15.24 | 12.76 | 119% |
| Returns for 5 years | 138.65 | 183.05 | 76% |
| Returns for 10 years | 38.01 | 42.94 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement