BACIX
Price
$14.26
Change
-$0.05 (-0.35%)
Updated
Dec 24 closing price
Net Assets
267.84M
VGENX
Price
$49.41
Change
-$0.07 (-0.14%)
Updated
Dec 24 closing price
Net Assets
6.32B
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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$14.26
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets267.84M
Vanguard Energy I
Price$49.41
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets6.32B
BACIX vs VGENX Comparison Chart in %
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BACIX vs. VGENX 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 VGENX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.32B vs. BACIX (268M). 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 (1.04) 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 : 9.90 vs. VGENX (0.41). BACIX return over 5 years is better than : 137.69 vs. VGENX (52.73).
BACIXVGENXBACIX / VGENX
Total Expense Ratio0.920.45204%
Annual Report Gross Expense Ratio1.040.45231%
Fund Existence21 years42 years-
Gain YTD8.24914.71456%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets268M6.32B4%
Annual Yield % from dividends2.472.8886%
Returns for 1 year9.900.412,415%
Returns for 3 years16.083.33483%
Returns for 5 years137.6952.73261%
Returns for 10 years91.1719.70463%
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