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BACAX vs VGENX
BACAX vs VGENX Comparison
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BACAX vs VGENX Comparison Chart in %
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BACAX vs. VGENX commentary
Aug 23, 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 BACAX is a Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 7.31B vs. BACAX (387M). VGENX pays higher dividends than BACAX: VGENX (2.68) vs BACAX (1.76). BACAX was incepted earlier than VGENX: BACAX (22 years) vs VGENX (42 years). BACAX (1.31) is less costly to investors than VGENX (0.45). BACAX is a more actively managed with annual turnover of: 66.00 vs. VGENX (19.00). BACAX has a lower initial minimum investment than VGENX: BACAX (1000) vs VGENX (3000). BACAX annual gain was more profitable for investors over the last year : 48.39 vs. VGENX (24.33). BACAX return over 5 years is better than : 196.29 vs. VGENX (70.02).
| BACAX | VGENX | BACAX / VGENX | |
| Total Expense Ratio | 1.31 | 0.45 | 291% |
| Annual Report Gross Expense Ratio | 1.31 | 0.45 | 291% |
| Fund Existence | 22 years | 42 years | - |
| Gain YTD | 41.333 | 21.898 | 189% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 7.31B | 5% |
| Annual Yield % from dividends | 1.76 | 2.68 | 66% |
| Returns for 1 year | 48.39 | 24.33 | 199% |
| Returns for 3 years | 61.46 | 27.18 | 226% |
| Returns for 5 years | 196.29 | 70.02 | 280% |
| Returns for 10 years | 134.00 | 19.16 | 699% |
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