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BACIX vs VENAX
BACIX vs VENAX Comparison Chart in %
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BACIX vs. VENAX commentary
Jul 16, 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 BACIX is a Buy and VENAX is a Buy.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 8.68B vs. BACIX (281M). VENAX pays higher dividends than BACIX: VENAX (3.27) vs BACIX (2.52). BACIX was incepted earlier than VENAX: BACIX (20 years) vs VENAX (21 years). BACIX (1.07) is less costly to investors than VENAX (0.09). BACIX is a more actively managed with annual turnover of: 35.00 vs. VENAX (8.00). VENAX has a lower initial minimum investment than BACIX: VENAX (100000) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : 2.29 vs. VENAX (-1.67). VENAX (151.61) and BACIX (149.55) have equivalent 5 years return.
| BACIX | VENAX | BACIX / VENAX | |
| Total Expense Ratio | 0.91 | 0.09 | 1,011% |
| Annual Report Gross Expense Ratio | 1.07 | 0.09 | 1,189% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 7.577 | 3.351 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 8.68B | 3% |
| Annual Yield % from dividends | 2.52 | 3.27 | 77% |
| Returns for 1 year | 2.29 | -1.67 | -137% |
| Returns for 3 years | 42.69 | 31.20 | 137% |
| Returns for 5 years | 149.55 | 151.61 | 99% |
| Returns for 10 years | 56.47 | 22.83 | 247% |
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