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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$16.40
Change-$0.70 (-4.09%)
VolumeN/A
Net Assets19.01M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BVSIX vs VIVAX Comparison Chart
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BVSIX vs. VIVAX commentary
Apr 04, 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 BVSIX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BVSIX (19M). VIVAX pays higher dividends than BVSIX: VIVAX (2.14) vs BVSIX (1.37). BVSIX was incepted earlier than VIVAX: BVSIX (20 years) vs VIVAX (32 years). BVSIX (3.03) is less costly to investors than VIVAX (0.17). BVSIX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than BVSIX: VIVAX (3000) vs BVSIX (5000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. BVSIX (6.66). BVSIX return over 5 years is better than : 135.16 vs. VIVAX (101.66).
| BVSIX | VIVAX | BVSIX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 3.03 | 0.17 | 1,782% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 1.854 | 2.419 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 195B | 0% |
| Annual Yield % from dividends | 1.37 | 2.14 | 64% |
| Returns for 1 year | 6.66 | 7.66 | 87% |
| Returns for 3 years | 18.93 | 17.34 | 109% |
| Returns for 5 years | 135.16 | 101.66 | 133% |
| Returns for 10 years | 77.95 | 106.90 | 73% |
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