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BACIX vs FSENX
BACIX vs FSENX Comparison Chart
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BACIX vs. FSENX commentary
Apr 09, 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 FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.96B vs. BACIX (264M). BACIX pays higher dividends than FSENX: BACIX (2.42) vs FSENX (1.85). 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 (17.00). 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 : -14.90 vs. FSENX (-22.96). FSENX return over 5 years is better than : 190.71 vs. BACIX (135.50).
| 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 | -6.077 | -11.234 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 1.96B | 13% |
| Annual Yield % from dividends | 2.42 | 1.85 | 131% |
| Returns for 1 year | -14.90 | -22.96 | 65% |
| Returns for 3 years | 8.62 | 4.29 | 201% |
| Returns for 5 years | 135.50 | 190.71 | 71% |
| Returns for 10 years | 19.96 | 20.84 | 96% |
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