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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$17.93
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets26.15M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
BVSIX vs VIVAX Comparison Chart in %
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BVSIX vs. VIVAX commentary
Nov 20, 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: 208B vs. BVSIX (26.1M). VIVAX pays higher dividends than BVSIX: VIVAX (1.98) vs BVSIX (1.22). 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 : 5.05 vs. BVSIX (1.76). BVSIX (65.56) and VIVAX (62.93) have equivalent 5 years return.
| 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 | 7.497 | 9.329 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1M | 208B | 0% |
| Annual Yield % from dividends | 1.22 | 1.98 | 62% |
| Returns for 1 year | 1.76 | 5.05 | 35% |
| Returns for 3 years | 26.65 | 30.23 | 88% |
| Returns for 5 years | 65.56 | 62.93 | 104% |
| Returns for 10 years | 93.81 | 123.10 | 76% |
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