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BACAX vs VENAX
BACAX vs VENAX Comparison Chart in %
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BACAX vs. VENAX commentary
Aug 17, 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 Hold and VENAX is a Hold.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 8.78B vs. BACAX (267M). VENAX pays higher dividends than BACAX: VENAX (3.19) vs BACAX (2.28). BACAX was incepted earlier than VENAX: BACAX (21 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 : -1.68 vs. VENAX (-5.20). VENAX (133.80) and BACAX (133.45) 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 | 21 years | 21 years | - |
| Gain YTD | 4.102 | -0.881 | -466% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 8.78B | 3% |
| Annual Yield % from dividends | 2.28 | 3.19 | 72% |
| Returns for 1 year | -1.68 | -5.20 | 32% |
| Returns for 3 years | 22.30 | 11.08 | 201% |
| Returns for 5 years | 133.45 | 133.80 | 100% |
| Returns for 10 years | 55.95 | 23.92 | 234% |
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