Interact to see
Advertisement
Advertisement
BACIX vs FSENX
BACIX vs FSENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BACIX vs. FSENX commentary
Jul 07, 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: 1.8B vs. BACIX (278M). BACIX pays higher dividends than FSENX: BACIX (2.52) vs FSENX (2.00). 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 : -0.39 vs. FSENX (-3.97). FSENX return over 5 years is better than : 202.08 vs. BACIX (148.87).
| 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 | 6.002 | 3.895 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 1.8B | 15% |
| Annual Yield % from dividends | 2.52 | 2.00 | 126% |
| Returns for 1 year | -0.39 | -3.97 | 10% |
| Returns for 3 years | 30.81 | 32.16 | 96% |
| Returns for 5 years | 148.87 | 202.08 | 74% |
| Returns for 10 years | 50.40 | 56.00 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCTIX | 50.06 | 0.45 | +0.91% |
| Goldman Sachs US Tax-Managed Eq Instl | |||
| VALLX | 43.47 | 0.36 | +0.84% |
| Value Line Larger Companies Focused Inv | |||
| CWIAX | 71.27 | 0.45 | +0.64% |
| American Funds Capital World Gr&Inc 529A | |||
| SWRLX | 18.22 | 0.05 | +0.28% |
| Touchstone International Value A | |||
| DLDCX | 37.96 | -0.09 | -0.24% |
| BNY Mellon Natural Resources C | |||