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BACAX vs VENAX
BACAX vs VENAX Comparison Chart
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BACAX vs. VENAX commentary
May 11, 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 BACAX is a StrongBuy and VENAX is a Buy.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 8.09B vs. BACAX (269M). VENAX pays higher dividends than BACAX: VENAX (3.50) vs BACAX (2.37). BACAX was incepted earlier than VENAX: BACAX (20 years) vs VENAX (21 years). BACAX (1.36) is less costly to investors than VENAX (0.09). BACAX is a more actively managed with annual turnover of: 35.00 vs. VENAX (8.00). BACAX has a lower initial minimum investment than VENAX: BACAX (1000) vs VENAX (100000). BACAX annual gain was more profitable for investors over the last year : -8.79 vs. VENAX (-11.79). BACAX (127.72) and VENAX (127.70) have equivalent 5 years return.
| BACAX | VENAX | BACAX / VENAX | |
| Total Expense Ratio | 1.32 | 0.09 | 1,467% |
| Annual Report Gross Expense Ratio | 1.36 | 0.09 | 1,511% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | -1.547 | -4.793 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 8.09B | 3% |
| Annual Yield % from dividends | 2.37 | 3.50 | 68% |
| Returns for 1 year | -8.79 | -11.79 | 74% |
| Returns for 3 years | 16.33 | 9.77 | 167% |
| Returns for 5 years | 127.72 | 127.70 | 100% |
| Returns for 10 years | 18.92 | 2.18 | 868% |
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