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BACAX vs FSENX
BACAX vs FSENX Comparison Chart in %
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BACAX vs. FSENX commentary
Aug 17, 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 FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.81B vs. BACAX (267M). BACAX pays higher dividends than FSENX: BACAX (2.28) vs FSENX (1.93). BACAX was incepted earlier than FSENX: BACAX (21 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 : -1.68 vs. FSENX (-4.44). FSENX return over 5 years is better than : 183.40 vs. BACAX (133.45).
| BACAX | FSENX | BACAX / FSENX | |
| Total Expense Ratio | 1.32 | 0.65 | 203% |
| Annual Report Gross Expense Ratio | 1.36 | 0.65 | 209% |
| Fund Existence | 21 years | 44 years | - |
| Gain YTD | 4.102 | 1.919 | 214% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 1.81B | 15% |
| Annual Yield % from dividends | 2.28 | 1.93 | 118% |
| Returns for 1 year | -1.68 | -4.44 | 38% |
| Returns for 3 years | 22.30 | 22.51 | 99% |
| Returns for 5 years | 133.45 | 183.40 | 73% |
| Returns for 10 years | 55.95 | 60.22 | 93% |
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