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BACIX vs FSENX
BACIX vs FSENX Comparison Chart in %
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BACIX vs. FSENX 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 FSENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.8B vs. BACIX (281M). BACIX pays higher dividends than FSENX: BACIX (2.52) vs FSENX (2.00). 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 : 2.29 vs. FSENX (-1.00). FSENX return over 5 years is better than : 205.84 vs. BACIX (149.55).
| 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 | 7.577 | 6.101 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 1.8B | 16% |
| Annual Yield % from dividends | 2.52 | 2.00 | 126% |
| Returns for 1 year | 2.29 | -1.00 | -229% |
| Returns for 3 years | 42.69 | 44.06 | 97% |
| Returns for 5 years | 149.55 | 205.84 | 73% |
| Returns for 10 years | 56.47 | 63.32 | 89% |
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