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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$16.90
Change+$0.18 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
BVSIX vs VIVAX Comparison Chart
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BVSIX vs. VIVAX commentary
Dec 21, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BVSIX (8.58M). VIVAX pays higher dividends than BVSIX: VIVAX (2.25) vs BVSIX (1.59). BVSIX was incepted earlier than VIVAX: BVSIX (20 years) vs VIVAX (32 years). BVSIX is a more actively managed with annual turnover of: 25.00 vs. VIVAX (10.00). 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 : 15.15 vs. BVSIX (12.59). BVSIX return over 5 years is better than : 52.25 vs. VIVAX (41.35).
| BVSIX | VIVAX | BVSIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 11.765 | 14.000 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58M | 195B | 0% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 12.59 | 15.15 | 83% |
| Returns for 3 years | 23.03 | 18.25 | 126% |
| Returns for 5 years | 52.25 | 41.35 | 126% |
| Returns for 10 years | 70.66 | 99.53 | 71% |
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