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BACAX vs FSENX
BACAX vs FSENX Comparison Chart in %
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BACAX vs. FSENX commentary
Jan 15, 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 FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 2.66B vs. BACAX (277M). BACAX pays higher dividends than FSENX: BACAX (2.47) vs FSENX (1.95). BACAX was incepted earlier than FSENX: BACAX (21 years) vs FSENX (45 years). BACAX (1.31) is less costly to investors than FSENX (0.65). BACAX is a more actively managed with annual turnover of: 66.00 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 : 10.51 vs. FSENX (8.41). FSENX return over 5 years is better than : 171.30 vs. BACAX (129.49).
| BACAX | FSENX | BACAX / FSENX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 21 years | 45 years | - |
| Gain YTD | 5.237 | 5.361 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 2.66B | 10% |
| Annual Yield % from dividends | 2.47 | 1.95 | 127% |
| Returns for 1 year | 10.51 | 8.41 | 125% |
| Returns for 3 years | 20.11 | 17.07 | 118% |
| Returns for 5 years | 129.49 | 171.30 | 76% |
| Returns for 10 years | 128.48 | 137.03 | 94% |
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