Interact to see
Advertisement
Advertisement
BACAX vs VENAX
BACAX vs VENAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BACAX vs. VENAX commentary
Jul 28, 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: 8.68B vs. BACAX (271M). 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 : -0.58 vs. VENAX (-4.95). VENAX (144.84) and BACAX (140.94) 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 | 4.962 | 0.937 | 529% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 8.68B | 3% |
| Annual Yield % from dividends | 2.20 | 3.27 | 67% |
| Returns for 1 year | -0.58 | -4.95 | 12% |
| Returns for 3 years | 29.14 | 19.43 | 150% |
| Returns for 5 years | 140.94 | 144.84 | 97% |
| Returns for 10 years | 54.13 | 23.53 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers