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BACIX vs FNARX
BACIX vs FNARX Comparison Chart in %
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BACIX vs. FNARX 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 BACIX is a Hold and FNARX is a Hold.
FUNDAMENTALS
Fundamentals
FNARX has more cash in the bank: 826M vs. BACIX (299M). BACIX pays higher dividends than FNARX: BACIX (2.48) vs FNARX (1.69). BACIX was incepted earlier than FNARX: BACIX (21 years) vs FNARX (29 years). BACIX (1.04) is less costly to investors than FNARX (0.69). FNARX (68.00) and BACIX (66.00) have comparable annual turnover. FNARX has a lower initial minimum investment than BACIX: FNARX (0) vs BACIX (2000000). FNARX annual gain was more profitable for investors over the last year : 39.87 vs. BACIX (24.70). FNARX return over 5 years is better than : 196.75 vs. BACIX (164.69).
| BACIX | FNARX | BACIX / FNARX | |
| Total Expense Ratio | 0.92 | 0.69 | 133% |
| Annual Report Gross Expense Ratio | 1.04 | 0.69 | 151% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 13.829 | 11.007 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 826M | 36% |
| Annual Yield % from dividends | 2.48 | 1.69 | 147% |
| Returns for 1 year | 24.70 | 39.87 | 62% |
| Returns for 3 years | 37.20 | 53.40 | 70% |
| Returns for 5 years | 164.69 | 196.75 | 84% |
| Returns for 10 years | 143.75 | 202.90 | 71% |
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