BACAX
Price
$13.68
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
278.43M
VGENX
Price
$48.60
Change
+$0.03 (+0.06%)
Updated
Jul 3 closing price
Net Assets
5.75B
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BACAX vs VGENX

Header iconBACAX vs VGENX Comparison
Open Charts BACAX vs VGENXBanner chart's image
BlackRock Energy Opportunities Inv A
Price$13.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets278.43M
Vanguard Energy I
Price$48.60
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets5.75B
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.

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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).
BACAXVGENXBACAX / VGENX
Total Expense Ratio1.320.44300%
Annual Report Gross Expense Ratio1.360.44309%
Fund Existence20 years41 years-
Gain YTD5.80012.83445%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets278M5.75B5%
Annual Yield % from dividends2.203.1470%
Returns for 1 year-0.80-1.4655%
Returns for 3 years29.2715.41190%
Returns for 5 years143.9550.09287%
Returns for 10 years44.94-2.07-2,171%
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