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BACAX vs FNARX
BACAX vs FNARX Comparison Chart in %
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BACAX vs. FNARX commentary
Feb 04, 2026
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 FNARX is a Hold.
FUNDAMENTALS
Fundamentals
FNARX has more cash in the bank: 826M vs. BACAX (299M). BACAX pays higher dividends than FNARX: BACAX (2.20) vs FNARX (1.69). BACAX was incepted earlier than FNARX: BACAX (21 years) vs FNARX (29 years). BACAX (1.31) is less costly to investors than FNARX (0.69). FNARX (68.00) and BACAX (66.00) have comparable annual turnover. FNARX has a lower initial minimum investment than BACAX: FNARX (0) vs BACAX (1000). FNARX annual gain was more profitable for investors over the last year : 39.87 vs. BACAX (24.20). FNARX return over 5 years is better than : 196.75 vs. BACAX (159.34).
| BACAX | FNARX | BACAX / FNARX | |
| Total Expense Ratio | 1.31 | 0.69 | 190% |
| Annual Report Gross Expense Ratio | 1.31 | 0.69 | 190% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 13.845 | 11.007 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 826M | 36% |
| Annual Yield % from dividends | 2.20 | 1.69 | 130% |
| Returns for 1 year | 24.20 | 39.87 | 61% |
| Returns for 3 years | 35.59 | 53.40 | 67% |
| Returns for 5 years | 159.34 | 196.75 | 81% |
| Returns for 10 years | 135.07 | 202.90 | 67% |
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