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BACAX vs FIKAX
BACAX vs FIKAX Comparison Chart in %
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BACAX vs. FIKAX 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 FIKAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 952M vs. BACAX (268M). BACAX pays higher dividends than FIKAX: BACAX (2.21) vs FIKAX (0.97). BACAX was incepted earlier than FIKAX: BACAX (21 years) vs FIKAX (7 years). BACAX (1.36) is less costly to investors than FIKAX (0.58). BACAX is a more actively managed with annual turnover of: 66.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than BACAX: FIKAX (0) vs BACAX (1000). FIKAX annual gain was more profitable for investors over the last year : 5.41 vs. BACAX (4.08). FIKAX return over 5 years is better than : 222.34 vs. BACAX (155.90).
| BACAX | FIKAX | BACAX / FIKAX | |
| Total Expense Ratio | 1.32 | 0.58 | 228% |
| Annual Report Gross Expense Ratio | 1.36 | 0.58 | 234% |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | 5.509 | 5.728 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 952M | 28% |
| Annual Yield % from dividends | 2.21 | 0.97 | 229% |
| Returns for 1 year | 4.08 | 5.41 | 75% |
| Returns for 3 years | 21.88 | 23.43 | 93% |
| Returns for 5 years | 155.90 | 222.34 | 70% |
| Returns for 10 years | 68.39 | N/A | - |
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