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BVSIX vs VVIAX
BVSIX vs VVIAX Comparison
Open Charts BVSIX vs VVIAX
Baywood Socially Responsible Instl
Price$17.73
Change-$0.10 (-0.56%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
BVSIX vs VVIAX Comparison Chart
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BVSIX vs. VVIAX commentary
Nov 18, 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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BVSIX (9M). VVIAX pays higher dividends than BVSIX: VVIAX (2.36) vs BVSIX (1.59). BVSIX was incepted earlier than VVIAX: BVSIX (20 years) vs VVIAX (24 years). BVSIX is a more actively managed with annual turnover of: 25.00 vs. VVIAX (10.00). 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 : 25.54 vs. BVSIX (23.47). BVSIX return over 5 years is better than : 64.39 vs. VVIAX (50.78).
| BVSIX | VVIAX | BVSIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 17.254 | 17.922 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9M | 184B | 0% |
| Annual Yield % from dividends | 1.59 | 2.36 | 68% |
| Returns for 1 year | 23.47 | 25.54 | 92% |
| Returns for 3 years | 21.98 | 21.55 | 102% |
| Returns for 5 years | 64.39 | 50.78 | 127% |
| Returns for 10 years | 76.90 | 110.49 | 70% |