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BACIX vs VGENX
BACIX vs VGENX Comparison Chart in %
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BACIX vs. VGENX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. BACIX (278M). VGENX pays higher dividends than BACIX: VGENX (3.14) vs BACIX (2.52). BACIX was incepted earlier than VGENX: BACIX (20 years) vs VGENX (41 years). BACIX (1.07) is less costly to investors than VGENX (0.44). VGENX (36.00) and BACIX (35.00) have comparable annual turnover. 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 : -0.39 vs. VGENX (-1.46). BACIX return over 5 years is better than : 148.87 vs. VGENX (50.09).
| BACIX | VGENX | BACIX / VGENX | |
| Total Expense Ratio | 0.91 | 0.44 | 207% |
| Annual Report Gross Expense Ratio | 1.07 | 0.44 | 243% |
| Fund Existence | 20 years | 41 years | - |
| Gain YTD | 6.002 | 12.834 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 5.75B | 5% |
| Annual Yield % from dividends | 2.52 | 3.14 | 80% |
| Returns for 1 year | -0.39 | -1.46 | 26% |
| Returns for 3 years | 30.81 | 15.41 | 200% |
| Returns for 5 years | 148.87 | 50.09 | 297% |
| Returns for 10 years | 50.40 | -2.07 | -2,435% |
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