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BACIX vs FANIX
BACIX vs FANIX Comparison Chart in %
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BACIX vs. FANIX commentary
Sep 27, 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 BACIX is a Buy and FANIX is a Buy.
FUNDAMENTALS
Fundamentals
FANIX has more cash in the bank: 952M vs. BACIX (278M). BACIX pays higher dividends than FANIX: BACIX (2.52) vs FANIX (0.91). BACIX was incepted earlier than FANIX: BACIX (21 years) vs FANIX (30 years). BACIX (1.07) is less costly to investors than FANIX (0.71). BACIX is a more actively managed with annual turnover of: 66.00 vs. FANIX (31.00). FANIX has a lower initial minimum investment than BACIX: FANIX (0) vs BACIX (2000000). FANIX (12.21) and BACIX (11.75) have marching annual gain over last year. FANIX return over 5 years is better than : 283.36 vs. BACIX (209.20).
| BACIX | FANIX | BACIX / FANIX | |
| Total Expense Ratio | 0.91 | 0.71 | 128% |
| Annual Report Gross Expense Ratio | 1.07 | 0.71 | 151% |
| Fund Existence | 21 years | 30 years | - |
| Gain YTD | 11.589 | 11.528 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 952M | 29% |
| Annual Yield % from dividends | 2.52 | 0.91 | 277% |
| Returns for 1 year | 11.75 | 12.21 | 96% |
| Returns for 3 years | 45.85 | 48.21 | 95% |
| Returns for 5 years | 209.20 | 283.36 | 74% |
| Returns for 10 years | 99.50 | 104.43 | 95% |
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