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BVSIX vs VVIAX
BVSIX vs VVIAX Comparison
Open Charts BVSIX vs VVIAX
Baywood Socially Responsible Instl
Price$16.37
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets18.1M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
BVSIX vs VVIAX Comparison Chart
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BVSIX vs. VVIAX commentary
Apr 25, 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: 191B vs. BVSIX (18.1M). VVIAX pays higher dividends than BVSIX: VVIAX (2.26) vs BVSIX (1.37). BVSIX was incepted earlier than VVIAX: BVSIX (20 years) vs VVIAX (24 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 (10.00). VVIAX has a lower initial minimum investment than BVSIX: VVIAX (3000) vs BVSIX (5000). BVSIX annual gain was more profitable for investors over the last year : 3.57 vs. VVIAX (3.38). BVSIX return over 5 years is better than : 98.05 vs. VVIAX (69.91).
| 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 | 24 years | - |
| Gain YTD | -2.494 | -3.426 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 191B | 0% |
| Annual Yield % from dividends | 1.37 | 2.26 | 61% |
| Returns for 1 year | 3.57 | 3.38 | 106% |
| Returns for 3 years | 17.35 | 12.73 | 136% |
| Returns for 5 years | 98.05 | 69.91 | 140% |
| Returns for 10 years | 66.65 | 92.47 | 72% |
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