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BACIX vs FSENX
BACIX vs FSENX Comparison Chart
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BACIX vs. FSENX commentary
May 10, 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: 1.68B vs. BACIX (266M). BACIX pays higher dividends than FSENX: BACIX (2.72) vs FSENX (2.19). BACIX was incepted earlier than FSENX: BACIX (20 years) vs FSENX (44 years). BACIX (1.07) is less costly to investors than FSENX (0.73). 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 : -9.40 vs. FSENX (-14.39). FSENX return over 5 years is better than : 174.87 vs. BACIX (130.19).
| BACIX | FSENX | BACIX / FSENX | |
| Total Expense Ratio | 0.91 | 0.73 | 125% |
| Annual Report Gross Expense Ratio | 1.07 | 0.73 | 147% |
| Fund Existence | 20 years | 44 years | - |
| Gain YTD | -2.401 | -4.945 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 1.68B | 16% |
| Annual Yield % from dividends | 2.72 | 2.19 | 124% |
| Returns for 1 year | -9.40 | -14.39 | 65% |
| Returns for 3 years | 16.58 | 16.55 | 100% |
| Returns for 5 years | 130.19 | 174.87 | 74% |
| Returns for 10 years | 22.14 | 29.05 | 76% |