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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$17.66
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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BVSIX vs VIVAX Comparison Chart
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BVSIX vs. VIVAX commentary
Sep 21, 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 BVSIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. BVSIX (9M). VIVAX pays higher dividends than BVSIX: VIVAX (2.25) vs BVSIX (1.59). BVSIX was incepted earlier than VIVAX: BVSIX (20 years) vs VIVAX (32 years). BVSIX is a more actively managed with annual turnover of: 25.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than BVSIX: VIVAX (3000) vs BVSIX (5000). VIVAX (23.98) and BVSIX (22.83) have marching annual gain over last year. BVSIX return over 5 years is better than : 67.59 vs. VIVAX (55.44).
| BVSIX | VIVAX | BVSIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 16.353 | 16.261 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9M | 183B | 0% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 22.83 | 23.98 | 95% |
| Returns for 3 years | 29.80 | 28.28 | 105% |
| Returns for 5 years | 67.59 | 55.44 | 122% |
| Returns for 10 years | 78.94 | 113.95 | 69% |
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