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
May 10, 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 StrongBuy and VENAX is a Buy.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 8.09B vs. BACIX (266M). VENAX pays higher dividends than BACIX: VENAX (3.50) vs BACIX (2.72). 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 : -9.40 vs. VENAX (-12.68). BACIX (130.19) and VENAX (125.41) 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 | -2.401 | -5.751 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 8.09B | 3% |
| Annual Yield % from dividends | 2.72 | 3.50 | 78% |
| Returns for 1 year | -9.40 | -12.68 | 74% |
| Returns for 3 years | 16.58 | 8.67 | 191% |
| Returns for 5 years | 130.19 | 125.41 | 104% |
| Returns for 10 years | 22.14 | 1.15 | 1,923% |
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 % |
| IEYYX | 8.88 | 0.08 | +0.91% |
| Macquarie Climate Solutions Y | |||
| OAZWX | 24.30 | 0.02 | +0.08% |
| Oakmark Global Select R6 | |||
| EMGAX | 27.05 | N/A | N/A |
| Allspring Emerging Markets Equity A | |||
| RREAX | 28.33 | N/A | N/A |
| Russell Inv Global Real Estate Secs A | |||
| FFFMX | 55.58 | -0.13 | -0.23% |
| American Funds American Mutual 529-F-3 | |||