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BACAX vs VGENX
BACAX vs VGENX Comparison Chart in %
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BACAX vs. VGENX commentary
Sep 09, 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 VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. BACAX (268M). VGENX pays higher dividends than BACAX: VGENX (3.10) vs BACAX (2.21). BACAX was incepted earlier than VGENX: BACAX (21 years) vs VGENX (41 years). BACAX (1.36) is less costly to investors than VGENX (0.45). BACAX is a more actively managed with annual turnover of: 66.00 vs. VGENX (36.00). 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 : 4.08 vs. VGENX (-4.58). BACAX return over 5 years is better than : 155.90 vs. VGENX (52.71).
| BACAX | VGENX | BACAX / VGENX | |
| Total Expense Ratio | 1.32 | 0.45 | 293% |
| Annual Report Gross Expense Ratio | 1.36 | 0.45 | 302% |
| Fund Existence | 21 years | 41 years | - |
| Gain YTD | 5.509 | 11.673 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 5.95B | 5% |
| Annual Yield % from dividends | 2.21 | 3.10 | 71% |
| Returns for 1 year | 4.08 | -4.58 | -89% |
| Returns for 3 years | 21.88 | 7.24 | 302% |
| Returns for 5 years | 155.90 | 52.71 | 296% |
| Returns for 10 years | 68.39 | 10.27 | 666% |
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