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BACIX vs FSENX
BACIX vs FSENX Comparison Chart in %
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BACIX vs. FSENX commentary
Jan 15, 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 FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 2.66B vs. BACIX (283M). BACIX pays higher dividends than FSENX: BACIX (2.79) vs FSENX (1.95). BACIX was incepted earlier than FSENX: BACIX (21 years) vs FSENX (45 years). BACIX (1.04) is less costly to investors than FSENX (0.65). BACIX is a more actively managed with annual turnover of: 66.00 vs. FSENX (15.00). FSENX has a lower initial minimum investment than BACIX: FSENX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 10.99 vs. FSENX (8.41). FSENX return over 5 years is better than : 171.30 vs. BACIX (134.16).
| BACIX | FSENX | BACIX / FSENX | |
| Total Expense Ratio | 0.92 | 0.65 | 142% |
| Annual Report Gross Expense Ratio | 1.04 | 0.65 | 160% |
| Fund Existence | 21 years | 45 years | - |
| Gain YTD | 5.212 | 5.361 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 2.66B | 11% |
| Annual Yield % from dividends | 2.79 | 1.95 | 144% |
| Returns for 1 year | 10.99 | 8.41 | 131% |
| Returns for 3 years | 21.58 | 17.07 | 126% |
| Returns for 5 years | 134.16 | 171.30 | 78% |
| Returns for 10 years | 137.16 | 137.03 | 100% |
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