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BACAX vs VENAX
BACAX vs VENAX Comparison Chart
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BACAX vs. VENAX commentary
Nov 18, 2024
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: 9.45B vs. BACAX (323M). VENAX pays higher dividends than BACAX: VENAX (2.93) vs BACAX (2.76). BACAX was incepted earlier than VENAX: BACAX (20 years) vs VENAX (20 years). BACAX is a more actively managed with annual turnover of: 77.00 vs. VENAX (9.00). BACAX has a lower initial minimum investment than VENAX: BACAX (1000) vs VENAX (100000). VENAX annual gain was more profitable for investors over the last year : 13.55 vs. BACAX (12.12). VENAX (68.66) and BACAX (67.86) have equivalent 5 years return.
| BACAX | VENAX | BACAX / VENAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 10.757 | 12.638 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 9.45B | 3% |
| Annual Yield % from dividends | 2.76 | 2.93 | 94% |
| Returns for 1 year | 12.12 | 13.55 | 89% |
| Returns for 3 years | 59.12 | 61.70 | 96% |
| Returns for 5 years | 67.86 | 68.66 | 99% |
| Returns for 10 years | 21.36 | 9.83 | 217% |
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