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BACAX vs VENAX
BACAX vs VENAX Comparison Chart in %
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BACAX vs. VENAX 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 BACAX is a Buy and VENAX is a Buy.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 8.11B vs. BACAX (278M). VENAX pays higher dividends than BACAX: VENAX (3.27) vs BACAX (2.20). BACAX was incepted earlier than VENAX: BACAX (20 years) vs VENAX (21 years). BACAX (1.36) is less costly to investors than VENAX (0.09). BACAX is a more actively managed with annual turnover of: 35.00 vs. VENAX (8.00). BACAX has a lower initial minimum investment than VENAX: BACAX (1000) vs VENAX (100000). BACAX annual gain was more profitable for investors over the last year : -0.80 vs. VENAX (-4.70). VENAX (146.87) and BACAX (143.95) have equivalent 5 years return.
| BACAX | VENAX | BACAX / VENAX | |
| Total Expense Ratio | 1.32 | 0.09 | 1,467% |
| Annual Report Gross Expense Ratio | 1.36 | 0.09 | 1,511% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 5.800 | 0.921 | 630% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 8.11B | 3% |
| Annual Yield % from dividends | 2.20 | 3.27 | 67% |
| Returns for 1 year | -0.80 | -4.70 | 17% |
| Returns for 3 years | 29.27 | 21.52 | 136% |
| Returns for 5 years | 143.95 | 146.87 | 98% |
| Returns for 10 years | 44.94 | 17.86 | 252% |
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