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BACAX vs VGENX
BACAX vs VGENX Comparison Chart in %
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BACAX vs. VGENX commentary
Feb 04, 2026
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: 6.13B vs. BACAX (299M). VGENX pays higher dividends than BACAX: VGENX (3.11) vs BACAX (2.20). BACAX was incepted earlier than VGENX: BACAX (21 years) vs VGENX (42 years). BACAX (1.31) 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 (24.20) and VGENX (23.16) have marching annual gain over last year. BACAX return over 5 years is better than : 159.34 vs. VGENX (67.61).
| BACAX | VGENX | BACAX / VGENX | |
| Total Expense Ratio | 1.31 | 0.45 | 291% |
| Annual Report Gross Expense Ratio | 1.31 | 0.45 | 291% |
| Fund Existence | 21 years | 42 years | - |
| Gain YTD | 13.845 | 9.367 | 148% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 6.13B | 5% |
| Annual Yield % from dividends | 2.20 | 3.11 | 71% |
| Returns for 1 year | 24.20 | 23.16 | 105% |
| Returns for 3 years | 35.59 | 21.70 | 164% |
| Returns for 5 years | 159.34 | 67.61 | 236% |
| Returns for 10 years | 135.07 | 40.75 | 331% |
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