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BACIX vs FSENX
BACIX vs FSENX Comparison Chart in %
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BACIX vs. FSENX commentary
Dec 26, 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 StrongBuy and FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 2.72B vs. BACIX (268M). FSENX pays higher dividends than BACIX: FSENX (3.11) vs BACIX (2.47). BACIX was incepted earlier than FSENX: BACIX (21 years) vs FSENX (44 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). FSENX (10.22) and BACIX (9.90) have marching annual gain over last year. FSENX return over 5 years is better than : 188.70 vs. BACIX (137.69).
| 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 | 44 years | - |
| Gain YTD | 8.249 | 8.413 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 2.72B | 10% |
| Annual Yield % from dividends | 2.47 | 3.11 | 79% |
| Returns for 1 year | 9.90 | 10.22 | 97% |
| Returns for 3 years | 16.08 | 14.06 | 114% |
| Returns for 5 years | 137.69 | 188.70 | 73% |
| Returns for 10 years | 91.17 | 93.72 | 97% |
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