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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$17.48
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets23.61M
Vanguard Value Index I
Price$69.58
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets195.18B
BVSIX vs VIVAX Comparison Chart in %
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BVSIX vs. VIVAX commentary
Jul 11, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BVSIX (23.6M). VIVAX pays higher dividends than BVSIX: VIVAX (2.06) vs BVSIX (1.33). BVSIX was incepted earlier than VIVAX: BVSIX (21 years) vs VIVAX (33 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 (9.00). 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 : 11.03 vs. BVSIX (7.53). BVSIX return over 5 years is better than : 96.82 vs. VIVAX (78.20).
| 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 | 21 years | 33 years | - |
| Gain YTD | 4.488 | 5.255 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6M | 195B | 0% |
| Annual Yield % from dividends | 1.33 | 2.06 | 64% |
| Returns for 1 year | 7.53 | 11.03 | 68% |
| Returns for 3 years | 38.03 | 34.12 | 111% |
| Returns for 5 years | 96.82 | 78.20 | 124% |
| Returns for 10 years | 81.14 | 112.88 | 72% |
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