Ad is loading...
BACIX vs VENAX
BACIX vs VENAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BACIX vs. VENAX commentary
Dec 19, 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 Sell and VENAX is a Hold.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 10.3B vs. BACIX (298M). 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). BACIX (3.76) and VENAX (3.73) have marching annual gain over last year. BACIX return over 5 years is better than : 57.53 vs. VENAX (53.07).
| 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 | 3.522 | 4.120 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 10.3B | 3% |
| Annual Yield % from dividends | 3.06 | 2.93 | 104% |
| Returns for 1 year | 3.76 | 3.73 | 101% |
| Returns for 3 years | 59.72 | 63.13 | 95% |
| Returns for 5 years | 57.53 | 53.07 | 108% |
| Returns for 10 years | 24.12 | 7.89 | 306% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SEUIX | 27.87 | N/A | N/A |
| SEI Large Cap Value I (SIMT) | |||
| PWJRX | 30.15 | N/A | N/A |
| PGIM Jennison International Opps R | |||
| SRORX | 12.99 | -0.06 | -0.46% |
| Calamos Antetokounmpo Sustainable Eqs R6 | |||
| HFEIX | 45.50 | -0.28 | -0.61% |
| Janus Henderson European Focus I | |||
| HEOMX | 16.69 | -0.13 | -0.77% |
| Hartford Climate Opportunities A | |||