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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$16.86
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets21.1M
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
BVSIX vs VIVAX Comparison Chart
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BVSIX vs. VIVAX commentary
May 23, 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: 184B vs. BVSIX (21.1M). VIVAX pays higher dividends than BVSIX: VIVAX (2.22) vs BVSIX (1.42). BVSIX was incepted earlier than VIVAX: BVSIX (20 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 : 4.71 vs. BVSIX (2.45). BVSIX return over 5 years is better than : 99.90 vs. VIVAX (75.18).
| 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 | 33 years | - |
| Gain YTD | 0.961 | 0.375 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 184B | 0% |
| Annual Yield % from dividends | 1.42 | 2.22 | 64% |
| Returns for 1 year | 2.45 | 4.71 | 52% |
| Returns for 3 years | 28.24 | 21.97 | 129% |
| Returns for 5 years | 99.90 | 75.18 | 133% |
| Returns for 10 years | 71.22 | 97.35 | 73% |
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