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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$17.98
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets24.87M
Vanguard Value Index I
Price$71.22
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets195.81B
BVSIX vs VIVAX Comparison Chart in %
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BVSIX vs. VIVAX commentary
Aug 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. BVSIX (24.9M). 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 : 6.76 vs. BVSIX (4.82). BVSIX return over 5 years is better than : 86.81 vs. VIVAX (69.47).
| 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 | 7.476 | 7.572 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9M | 196B | 0% |
| Annual Yield % from dividends | 1.34 | 2.06 | 65% |
| Returns for 1 year | 4.82 | 6.76 | 71% |
| Returns for 3 years | 32.88 | 32.26 | 102% |
| Returns for 5 years | 86.81 | 69.47 | 125% |
| Returns for 10 years | 96.21 | 128.97 | 75% |
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