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BVSIX vs VVIAX
BVSIX vs VVIAX Comparison
Open Charts BVSIX vs VVIAX
Baywood Socially Responsible Instl
Price$16.86
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets21.1M
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
BVSIX vs VVIAX Comparison Chart
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BVSIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BVSIX (21.1M). VVIAX pays higher dividends than BVSIX: VVIAX (2.34) vs BVSIX (1.42). BVSIX was incepted earlier than VVIAX: BVSIX (20 years) vs VVIAX (25 years). BVSIX (3.03) is less costly to investors than VVIAX (0.05). BVSIX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than BVSIX: VVIAX (3000) vs BVSIX (5000). VVIAX annual gain was more profitable for investors over the last year : 4.72 vs. BVSIX (2.45). BVSIX return over 5 years is better than : 99.90 vs. VVIAX (75.22).
| BVSIX | VVIAX | BVSIX / VVIAX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 3.03 | 0.05 | 6,060% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 0.961 | 0.391 | 245% |
| 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 | 2.34 | 60% |
| Returns for 1 year | 2.45 | 4.72 | 52% |
| Returns for 3 years | 28.24 | 21.99 | 128% |
| Returns for 5 years | 99.90 | 75.22 | 133% |
| Returns for 10 years | 71.22 | 97.34 | 73% |
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