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BACAX vs VGENX
BACAX vs VGENX Comparison Chart in %
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BACAX vs. VGENX 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 VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.92B vs. BACAX (267M). VGENX pays higher dividends than BACAX: VGENX (3.13) vs BACAX (2.28). 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). 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 : -1.68 vs. VGENX (-3.67). BACAX return over 5 years is better than : 133.45 vs. VGENX (43.90).
| 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 | 4.102 | 12.532 | 33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 5.92B | 5% |
| Annual Yield % from dividends | 2.28 | 3.13 | 73% |
| Returns for 1 year | -1.68 | -3.67 | 46% |
| Returns for 3 years | 22.30 | 6.71 | 332% |
| Returns for 5 years | 133.45 | 43.90 | 304% |
| Returns for 10 years | 55.95 | 4.08 | 1,371% |
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