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BVSIX vs VIVIX
BVSIX vs VIVIX Comparison
Open Charts BVSIX vs VIVIX
Baywood Socially Responsible Instl
Price$16.86
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets20.75M
Vanguard Value Index I
Price$66.00
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets183.65B
BVSIX vs VIVIX Comparison Chart
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BVSIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. BVSIX (20.7M). VIVIX pays higher dividends than BVSIX: VIVIX (2.35) vs BVSIX (1.42). BVSIX was incepted earlier than VIVIX: BVSIX (20 years) vs VIVIX (27 years). BVSIX (3.03) is less costly to investors than VIVIX (0.04). BVSIX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). BVSIX has a lower initial minimum investment than VIVIX: BVSIX (5000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.71 vs. BVSIX (2.39). BVSIX return over 5 years is better than : 98.84 vs. VIVIX (75.20).
| BVSIX | VIVIX | BVSIX / VIVIX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 3.03 | 0.04 | 7,575% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 0.425 | 0.391 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 184B | 0% |
| Annual Yield % from dividends | 1.42 | 2.35 | 60% |
| Returns for 1 year | 2.39 | 4.71 | 51% |
| Returns for 3 years | 25.39 | 21.97 | 116% |
| Returns for 5 years | 98.84 | 75.20 | 131% |
| Returns for 10 years | 70.31 | 97.31 | 72% |
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