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BACIX vs FSENX
BACIX vs FSENX Comparison Chart in %
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BACIX vs. FSENX commentary
Oct 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 FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.81B vs. BACIX (264M). BACIX pays higher dividends than FSENX: BACIX (2.52) vs FSENX (1.85). BACIX was incepted earlier than FSENX: BACIX (21 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: 66.00 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 : 0.96 vs. FSENX (0.81). FSENX return over 5 years is better than : 259.87 vs. BACIX (195.37).
| BACIX | FSENX | BACIX / FSENX | |
| Total Expense Ratio | 0.91 | 0.65 | 140% |
| Annual Report Gross Expense Ratio | 1.07 | 0.65 | 165% |
| Fund Existence | 21 years | 44 years | - |
| Gain YTD | 5.820 | 5.025 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 1.81B | 15% |
| Annual Yield % from dividends | 2.52 | 1.85 | 136% |
| Returns for 1 year | 0.96 | 0.81 | 119% |
| Returns for 3 years | 22.57 | 17.50 | 129% |
| Returns for 5 years | 195.37 | 259.87 | 75% |
| Returns for 10 years | 62.47 | 66.49 | 94% |
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