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BACAX vs VGENX
BACAX vs VGENX Comparison Chart
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BACAX vs. VGENX 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 VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.63B vs. BACAX (269M). VGENX pays higher dividends than BACAX: VGENX (3.33) vs BACAX (2.37). BACAX was incepted earlier than VGENX: BACAX (20 years) vs VGENX (41 years). BACAX (1.36) is less costly to investors than VGENX (0.44). VGENX (36.00) and BACAX (35.00) have comparable annual turnover. BACAX has a lower initial minimum investment than VGENX: BACAX (1000) vs VGENX (3000). VGENX annual gain was more profitable for investors over the last year : -8.23 vs. BACAX (-8.79). BACAX return over 5 years is better than : 127.72 vs. VGENX (45.07).
| BACAX | VGENX | BACAX / VGENX | |
| Total Expense Ratio | 1.32 | 0.44 | 300% |
| Annual Report Gross Expense Ratio | 1.36 | 0.44 | 309% |
| Fund Existence | 20 years | 41 years | - |
| Gain YTD | -1.547 | 6.147 | -25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 5.63B | 5% |
| Annual Yield % from dividends | 2.37 | 3.33 | 71% |
| Returns for 1 year | -8.79 | -8.23 | 107% |
| Returns for 3 years | 16.33 | 5.63 | 290% |
| Returns for 5 years | 127.72 | 45.07 | 283% |
| Returns for 10 years | 18.92 | -18.20 | -104% |
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