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BACAX vs FANAX
BACAX vs FANAX Comparison Chart in %
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BACAX vs. FANAX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 944M vs. BACAX (262M). BACAX pays higher dividends than FANAX: BACAX (2.21) vs FANAX (0.87). 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 (15.00). 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). BACAX annual gain was more profitable for investors over the last year : 0.59 vs. FANAX (0.16). FANAX return over 5 years is better than : 251.92 vs. BACAX (189.63).
| 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 | 4.374 | 126% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 944M | 28% |
| Annual Yield % from dividends | 2.21 | 0.87 | 254% |
| Returns for 1 year | 0.59 | 0.16 | 373% |
| Returns for 3 years | 21.17 | 16.30 | 130% |
| Returns for 5 years | 189.63 | 251.92 | 75% |
| Returns for 10 years | 56.62 | 64.04 | 88% |
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