Interact to see
Advertisement
Advertisement
BACAX vs VGENX
BACAX vs VGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BACAX vs. VGENX 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 VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. BACAX (271M). VGENX pays higher dividends than BACAX: VGENX (3.14) vs BACAX (2.20). BACAX was incepted earlier than VGENX: BACAX (20 years) vs VGENX (41 years). BACAX (1.36) is less costly to investors than VGENX (0.45). VGENX (36.00) and BACAX (35.00) have comparable annual turnover. BACAX has a lower initial minimum investment than VGENX: BACAX (1000) vs VGENX (3000). BACAX annual gain was more profitable for investors over the last year : -0.58 vs. VGENX (-2.51). BACAX return over 5 years is better than : 140.94 vs. VGENX (46.97).
| BACAX | VGENX | BACAX / VGENX | |
| Total Expense Ratio | 1.32 | 0.45 | 293% |
| Annual Report Gross Expense Ratio | 1.36 | 0.45 | 302% |
| Fund Existence | 20 years | 41 years | - |
| Gain YTD | 4.962 | 12.323 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 5.95B | 5% |
| Annual Yield % from dividends | 2.20 | 3.14 | 70% |
| Returns for 1 year | -0.58 | -2.51 | 23% |
| Returns for 3 years | 29.14 | 14.89 | 196% |
| Returns for 5 years | 140.94 | 46.97 | 300% |
| Returns for 10 years | 54.13 | 2.57 | 2,105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers