BUMGX
Price
$20.38
Change
+$0.06 (+0.30%)
Updated
Jun 27 closing price
Net Assets
392.33M
ENGYX
Price
$8.25
Change
+$0.01 (+0.12%)
Updated
Jun 27 closing price
Net Assets
120.83M
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BUMGX vs ENGYX

Header iconBUMGX vs ENGYX Comparison
Open Charts BUMGX vs ENGYXBanner chart's image
Vest US Large Cap 10% Buffer Strats I
Price$20.38
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets392.33M
Vest US Large Cap 20% Buffer Strats Y
Price$8.25
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets120.83M
BUMGX vs ENGYX Comparison Chart in %
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BUMGX vs. ENGYX commentary
Jun 30, 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 BUMGX is a Hold and ENGYX is a Hold.

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FUNDAMENTALS
Fundamentals
BUMGX has more cash in the bank: 392M vs. ENGYX (121M). BUMGX (0.00) and ENGYX (0.00) have matching dividends . BUMGX was incepted earlier than ENGYX: BUMGX (9 years) vs ENGYX (7 years). BUMGX (1.34) is less costly to investors than ENGYX (1.06). BUMGX is a more actively managed with annual turnover of: 54.65 vs. ENGYX (24.41). BUMGX has a lower initial minimum investment than ENGYX: BUMGX (1000) vs ENGYX (10000000). BUMGX annual gain was more profitable for investors over the last year : 8.52 vs. ENGYX (7.56). BUMGX return over 5 years is better than : 62.65 vs. ENGYX (-30.85).
BUMGXENGYXBUMGX / ENGYX
Total Expense Ratio1.200.70171%
Annual Report Gross Expense Ratio1.341.06126%
Fund Existence9 years7 years-
Gain YTD3.1903.25498%
Front LoadN/AN/A-
Min. Initial Investment1000100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets392M121M324%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.527.56113%
Returns for 3 years43.5233.93128%
Returns for 5 years62.65-30.85-203%
Returns for 10 yearsN/AN/A-
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