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BACAX vs FANAX
BACAX vs FANAX Comparison Chart in %
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BACAX vs. FANAX commentary
Sep 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 BACAX is a Hold and FANAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 952M vs. BACAX (268M). BACAX pays higher dividends than FANAX: BACAX (2.21) vs FANAX (0.88). BACAX was incepted earlier than FANAX: BACAX (21 years) vs FANAX (29 years). BACAX (1.36) is less costly to investors than FANAX (0.98). BACAX is a more actively managed with annual turnover of: 66.00 vs. FANAX (31.00). FANAX initial investment is less costly to investors than BACAX (5%) vs BACAX (5%). FANAX has a lower initial minimum investment than BACAX: FANAX (0) vs BACAX (1000). FANAX annual gain was more profitable for investors over the last year : 4.98 vs. BACAX (4.08). FANAX return over 5 years is better than : 215.69 vs. BACAX (155.90).
| BACAX | FANAX | BACAX / FANAX | |
| Total Expense Ratio | 1.32 | 0.98 | 135% |
| Annual Report Gross Expense Ratio | 1.36 | 0.98 | 139% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 5.509 | 5.421 | 102% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 952M | 28% |
| Annual Yield % from dividends | 2.21 | 0.88 | 252% |
| Returns for 1 year | 4.08 | 4.98 | 82% |
| Returns for 3 years | 21.88 | 21.96 | 100% |
| Returns for 5 years | 155.90 | 215.69 | 72% |
| Returns for 10 years | 68.39 | 73.58 | 93% |
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