Interact to see
Advertisement
Advertisement
BACCX vs VGENX
BACCX vs VGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BACCX vs. VGENX commentary
Sep 08, 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 BACCX is a Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. BACCX (273M). VGENX pays higher dividends than BACCX: VGENX (3.10) vs BACCX (1.65). BACCX was incepted earlier than VGENX: BACCX (21 years) vs VGENX (41 years). BACCX (2.10) is less costly to investors than VGENX (0.45). BACCX is a more actively managed with annual turnover of: 66.00 vs. VGENX (36.00). BACCX has a lower initial minimum investment than VGENX: BACCX (1000) vs VGENX (3000). BACCX annual gain was more profitable for investors over the last year : 3.31 vs. VGENX (-4.58). BACCX return over 5 years is better than : 146.70 vs. VGENX (52.71).
| BACCX | VGENX | BACCX / VGENX | |
| Total Expense Ratio | 2.04 | 0.45 | 453% |
| Annual Report Gross Expense Ratio | 2.10 | 0.45 | 467% |
| Fund Existence | 21 years | 41 years | - |
| Gain YTD | 4.968 | 11.673 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 5.95B | 5% |
| Annual Yield % from dividends | 1.65 | 3.10 | 53% |
| Returns for 1 year | 3.31 | -4.58 | -72% |
| Returns for 3 years | 19.31 | 7.24 | 267% |
| Returns for 5 years | 146.70 | 52.71 | 278% |
| Returns for 10 years | 57.94 | 10.27 | 564% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MIRSX | 23.27 | 0.11 | +0.47% |
| Victory Integrity Small/Mid-Cap Value R6 | |||
| HLSCX | 22.31 | N/A | N/A |
| Hartford Disciplined Equity HLS IC | |||
| EQTKX | 16.34 | -0.01 | -0.06% |
| Shelton Equity Income Class K | |||
| HWCAX | 31.70 | -0.03 | -0.09% |
| Hotchkis & Wiley Disciplined Value A | |||
| JABAX | 50.24 | -0.09 | -0.18% |
| Janus Henderson Balanced T | |||