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BACIX vs VGENX
BACIX vs VGENX Comparison Chart in %
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BACIX 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 BACIX is a Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.13B vs. BACIX (283M). VGENX pays higher dividends than BACIX: VGENX (3.36) vs BACIX (2.79). 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). VGENX annual gain was more profitable for investors over the last year : 16.65 vs. BACIX (10.99). BACIX return over 5 years is better than : 134.16 vs. VGENX (54.41).
| BACIX | VGENX | BACIX / VGENX | |
| Total Expense Ratio | 0.92 | 0.45 | 204% |
| Annual Report Gross Expense Ratio | 1.04 | 0.45 | 231% |
| Fund Existence | 21 years | 42 years | - |
| Gain YTD | 5.212 | 3.163 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 6.13B | 5% |
| Annual Yield % from dividends | 2.79 | 3.36 | 83% |
| Returns for 1 year | 10.99 | 16.65 | 66% |
| Returns for 3 years | 21.58 | 9.57 | 225% |
| Returns for 5 years | 134.16 | 54.41 | 247% |
| Returns for 10 years | 137.16 | 41.41 | 331% |
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