BACIX
Price
$14.77
Change
+$0.22 (+1.51%)
Updated
Dec 3 closing price
Net Assets
273.56M
VGENX
Price
$52.83
Change
+$0.54 (+1.03%)
Updated
Dec 3 closing price
Net Assets
6.12B
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BACIX vs VGENX

Header iconBACIX vs VGENX Comparison
Open Charts BACIX vs VGENXBanner chart's image
BlackRock Energy Opportunities Instl
Price$14.77
Change+$0.22 (+1.51%)
VolumeN/A
Net Assets273.56M
Vanguard Energy I
Price$52.83
Change+$0.54 (+1.03%)
VolumeN/A
Net Assets6.12B
BACIX vs VGENX Comparison Chart in %
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BACIX vs. VGENX commentary
Dec 05, 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 Buy and VGENX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.12B vs. BACIX (274M). VGENX pays higher dividends than BACIX: VGENX (2.88) vs BACIX (2.47). BACIX was incepted earlier than VGENX: BACIX (21 years) vs VGENX (42 years). BACIX (1.07) is less costly to investors than VGENX (0.45). BACIX is a more actively managed with annual turnover of: 66.00 vs. VGENX (36.00). VGENX has a lower initial minimum investment than BACIX: VGENX (3000) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 5.27 vs. VGENX (1.51). BACIX return over 5 years is better than : 134.07 vs. VGENX (59.24).
BACIXVGENXBACIX / VGENX
Total Expense Ratio0.910.45202%
Annual Report Gross Expense Ratio1.070.45238%
Fund Existence21 years42 years-
Gain YTD12.12022.65454%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets274M6.12B4%
Annual Yield % from dividends2.472.8886%
Returns for 1 year5.271.51350%
Returns for 3 years17.199.01191%
Returns for 5 years134.0759.24226%
Returns for 10 years85.0520.09423%
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