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BACAX vs FSENX
BACAX vs FSENX Comparison Chart in %
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BACAX vs. FSENX commentary
Jul 07, 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 Buy and FSENX is a Buy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.8B vs. BACAX (278M). BACAX pays higher dividends than FSENX: BACAX (2.20) vs FSENX (2.00). BACAX was incepted earlier than FSENX: BACAX (20 years) vs FSENX (44 years). BACAX (1.36) is less costly to investors than FSENX (0.65). BACAX is a more actively managed with annual turnover of: 35.00 vs. FSENX (15.00). FSENX has a lower initial minimum investment than BACAX: FSENX (0) vs BACAX (1000). BACAX annual gain was more profitable for investors over the last year : -0.80 vs. FSENX (-3.97). FSENX return over 5 years is better than : 202.08 vs. BACAX (143.95).
| BACAX | FSENX | BACAX / FSENX | |
| Total Expense Ratio | 1.32 | 0.65 | 203% |
| Annual Report Gross Expense Ratio | 1.36 | 0.65 | 209% |
| Fund Existence | 20 years | 44 years | - |
| Gain YTD | 5.800 | 3.895 | 149% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 1.8B | 15% |
| Annual Yield % from dividends | 2.20 | 2.00 | 110% |
| Returns for 1 year | -0.80 | -3.97 | 20% |
| Returns for 3 years | 29.27 | 32.16 | 91% |
| Returns for 5 years | 143.95 | 202.08 | 71% |
| Returns for 10 years | 44.94 | 56.00 | 80% |
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