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BACIX vs FIKAX
BACIX vs FIKAX Comparison Chart in %
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BACIX vs. FIKAX 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 BACIX is a Hold and FIKAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. BACIX (267M). BACIX pays higher dividends than FIKAX: BACIX (2.60) vs FIKAX (1.00). BACIX was incepted earlier than FIKAX: BACIX (21 years) vs FIKAX (7 years). BACIX (1.07) is less costly to investors than FIKAX (0.58). BACIX is a more actively managed with annual turnover of: 35.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than BACIX: FIKAX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : -1.25 vs. FIKAX (-4.40). FIKAX return over 5 years is better than : 183.75 vs. BACIX (138.13).
| BACIX | FIKAX | BACIX / FIKAX | |
| Total Expense Ratio | 0.91 | 0.58 | 157% |
| Annual Report Gross Expense Ratio | 1.07 | 0.58 | 184% |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | 4.377 | 1.974 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 942M | 28% |
| Annual Yield % from dividends | 2.60 | 1.00 | 260% |
| Returns for 1 year | -1.25 | -4.40 | 28% |
| Returns for 3 years | 23.80 | 23.03 | 103% |
| Returns for 5 years | 138.13 | 183.75 | 75% |
| Returns for 10 years | 61.83 | N/A | - |
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