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BACIX vs VENAX
BACIX vs VENAX Comparison Chart
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BACIX 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 BACIX is a StrongBuy and VENAX is a Buy.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 9.45B vs. BACIX (323M). BACIX (3.06) and VENAX (2.93) have matching dividends . BACIX was incepted earlier than VENAX: BACIX (20 years) vs VENAX (20 years). BACIX is a more actively managed with annual turnover of: 77.00 vs. VENAX (9.00). VENAX has a lower initial minimum investment than BACIX: VENAX (100000) vs BACIX (2000000). VENAX annual gain was more profitable for investors over the last year : 13.55 vs. BACIX (12.50). BACIX (71.14) and VENAX (68.66) have equivalent 5 years return.
| BACIX | VENAX | BACIX / 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 | 11.165 | 12.638 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 9.45B | 3% |
| Annual Yield % from dividends | 3.06 | 2.93 | 104% |
| Returns for 1 year | 12.50 | 13.55 | 92% |
| Returns for 3 years | 61.08 | 61.70 | 99% |
| Returns for 5 years | 71.14 | 68.66 | 104% |
| Returns for 10 years | 25.97 | 9.83 | 264% |
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