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BACAX vs VGENX
BACAX vs VGENX Comparison Chart in %
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BACAX vs. VGENX 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 VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. BACAX (278M). 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 (0.44). 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 : -0.80 vs. VGENX (-1.46). BACAX return over 5 years is better than : 143.95 vs. VGENX (50.09).
| BACAX | VGENX | BACAX / VGENX | |
| Total Expense Ratio | 1.32 | 0.44 | 300% |
| Annual Report Gross Expense Ratio | 1.36 | 0.44 | 309% |
| Fund Existence | 20 years | 41 years | - |
| Gain YTD | 5.800 | 12.834 | 45% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 5.75B | 5% |
| Annual Yield % from dividends | 2.20 | 3.14 | 70% |
| Returns for 1 year | -0.80 | -1.46 | 55% |
| Returns for 3 years | 29.27 | 15.41 | 190% |
| Returns for 5 years | 143.95 | 50.09 | 287% |
| Returns for 10 years | 44.94 | -2.07 | -2,171% |
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