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BAFHX vs VESIX
BAFHX vs VESIX Comparison
Open Charts BAFHX vs VESIX
BAFHX vs VESIX Comparison Chart in %
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BAFHX vs. VESIX commentary
Jun 03, 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 BAFHX is a Hold and VESIX is a Buy.
FUNDAMENTALS
Fundamentals
VESIX has more cash in the bank: 37.8B vs. BAFHX (714M). VESIX pays higher dividends than BAFHX: VESIX (2.78) vs BAFHX (1.38). BAFHX was incepted earlier than VESIX: BAFHX (13 years) vs VESIX (26 years). BAFHX (1.05) is less costly to investors than VESIX (0.06). BAFHX is a more actively managed with annual turnover of: 47.00 vs. VESIX (5.00). BAFHX has a lower initial minimum investment than VESIX: BAFHX (1000000) vs VESIX (5000000). VESIX annual gain was more profitable for investors over the last year : 14.95 vs. BAFHX (5.02). BAFHX return over 5 years is better than : 46.08 vs. VESIX (29.74).
| BAFHX | VESIX | BAFHX / VESIX | |
| Total Expense Ratio | 1.05 | 0.06 | 1,750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.06 | 1,750% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 1.228 | 6.224 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 37.8B | 2% |
| Annual Yield % from dividends | 1.38 | 2.78 | 50% |
| Returns for 1 year | 5.02 | 14.95 | 34% |
| Returns for 3 years | 64.59 | 45.16 | 143% |
| Returns for 5 years | 46.08 | 29.74 | 155% |
| Returns for 10 years | 93.63 | 83.24 | 112% |
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