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BACIX vs VENAX
BACIX vs VENAX Comparison Chart in %
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BACIX vs. VENAX commentary
Dec 26, 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 BACIX is a StrongBuy and VENAX is a Hold.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 8.77B vs. BACIX (268M). VENAX pays higher dividends than BACIX: VENAX (3.01) vs BACIX (2.47). BACIX was incepted earlier than VENAX: BACIX (21 years) vs VENAX (21 years). BACIX (1.04) is less costly to investors than VENAX (0.09). BACIX is a more actively managed with annual turnover of: 66.00 vs. VENAX (11.00). VENAX has a lower initial minimum investment than BACIX: VENAX (100000) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 9.90 vs. VENAX (4.67). VENAX (140.60) and BACIX (137.69) have equivalent 5 years return.
| BACIX | VENAX | BACIX / VENAX | |
| Total Expense Ratio | 0.92 | 0.09 | 1,022% |
| Annual Report Gross Expense Ratio | 1.04 | 0.09 | 1,156% |
| Fund Existence | 21 years | 21 years | - |
| Gain YTD | 8.249 | 3.186 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 8.77B | 3% |
| Annual Yield % from dividends | 2.47 | 3.01 | 82% |
| Returns for 1 year | 9.90 | 4.67 | 212% |
| Returns for 3 years | 16.08 | 3.36 | 479% |
| Returns for 5 years | 137.69 | 140.60 | 98% |
| Returns for 10 years | 91.17 | 47.32 | 193% |
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