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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$17.35
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets23.76M
Vanguard Value Index I
Price$69.13
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.18B
BVSIX vs VIVAX Comparison Chart in %
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BVSIX vs. VIVAX commentary
Aug 06, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BVSIX (23.8M). VIVAX pays higher dividends than BVSIX: VIVAX (2.06) vs BVSIX (1.34). 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 : 10.83 vs. BVSIX (8.44). BVSIX return over 5 years is better than : 85.09 vs. VIVAX (69.39).
| 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 | 3.710 | 4.679 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 195B | 0% |
| Annual Yield % from dividends | 1.34 | 2.06 | 65% |
| Returns for 1 year | 8.44 | 10.83 | 78% |
| Returns for 3 years | 29.87 | 29.09 | 103% |
| Returns for 5 years | 85.09 | 69.39 | 123% |
| Returns for 10 years | 81.89 | 113.02 | 72% |
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