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BACAX vs FSENX
BACAX vs FSENX Comparison Chart in %
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BACAX vs. FSENX 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 FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 3.06B vs. BACAX (299M). BACAX pays higher dividends than FSENX: BACAX (2.20) vs FSENX (1.70). 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 : 24.20 vs. FSENX (19.76). FSENX return over 5 years is better than : 197.04 vs. BACAX (159.34).
| 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 | 13.845 | 12.947 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 3.06B | 10% |
| Annual Yield % from dividends | 2.20 | 1.70 | 129% |
| Returns for 1 year | 24.20 | 19.76 | 122% |
| Returns for 3 years | 35.59 | 30.87 | 115% |
| Returns for 5 years | 159.34 | 197.04 | 81% |
| Returns for 10 years | 135.07 | 144.74 | 93% |
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