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BVSIX vs VVIAX
BVSIX vs VVIAX Comparison
Open Charts BVSIX vs VVIAX
Baywood Socially Responsible Instl
Price$16.93
Change-$0.23 (-1.34%)
VolumeN/A
Net Assets22.56M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BVSIX vs VVIAX Comparison Chart
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BVSIX vs. VVIAX commentary
Jun 15, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BVSIX (22.6M). VVIAX pays higher dividends than BVSIX: VVIAX (2.28) vs BVSIX (1.38). 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 : 8.89 vs. BVSIX (4.19). BVSIX return over 5 years is better than : 88.13 vs. VVIAX (73.96).
| 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 | 0.842 | 3.269 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6M | 189B | 0% |
| Annual Yield % from dividends | 1.38 | 2.28 | 61% |
| Returns for 1 year | 4.19 | 8.89 | 47% |
| Returns for 3 years | 33.57 | 33.27 | 101% |
| Returns for 5 years | 88.13 | 73.96 | 119% |
| Returns for 10 years | 70.72 | 105.19 | 67% |
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