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BACAX vs VGENX
BACAX vs VGENX Comparison Chart in %
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BACAX vs. VGENX commentary
Jan 15, 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 (277M). VGENX pays higher dividends than BACAX: VGENX (3.36) vs BACAX (2.47). 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). VGENX annual gain was more profitable for investors over the last year : 16.65 vs. BACAX (10.51). BACAX return over 5 years is better than : 129.49 vs. VGENX (54.41).
| 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 | 5.237 | 3.163 | 166% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 6.13B | 5% |
| Annual Yield % from dividends | 2.47 | 3.36 | 74% |
| Returns for 1 year | 10.51 | 16.65 | 63% |
| Returns for 3 years | 20.11 | 9.57 | 210% |
| Returns for 5 years | 129.49 | 54.41 | 238% |
| Returns for 10 years | 128.48 | 41.41 | 310% |
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