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BACIX vs FSENX
BACIX vs FSENX Comparison Chart
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BACIX vs. FSENX commentary
Jun 16, 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 FSENX is a Buy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.71B vs. BACIX (284M). BACIX pays higher dividends than FSENX: BACIX (2.66) vs FSENX (2.10). BACIX was incepted earlier than FSENX: BACIX (20 years) vs FSENX (44 years). BACIX (1.07) is less costly to investors than FSENX (0.65). BACIX is a more actively managed with annual turnover of: 35.00 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 : 4.95 vs. FSENX (0.60). FSENX return over 5 years is better than : 188.02 vs. BACIX (142.41).
| BACIX | FSENX | BACIX / FSENX | |
| Total Expense Ratio | 0.91 | 0.65 | 140% |
| Annual Report Gross Expense Ratio | 1.07 | 0.65 | 165% |
| Fund Existence | 20 years | 44 years | - |
| Gain YTD | 6.377 | 4.213 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.71B | 17% |
| Annual Yield % from dividends | 2.66 | 2.10 | 127% |
| Returns for 1 year | 4.95 | 0.60 | 829% |
| Returns for 3 years | 17.06 | 14.74 | 116% |
| Returns for 5 years | 142.41 | 188.02 | 76% |
| Returns for 10 years | 40.19 | 45.45 | 88% |
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