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BVPIX vs VIVAX
BVPIX vs VIVAX Comparison
Open Charts BVPIX vs VIVAX
Baywood ValuePlus Institutional
Price$23.50
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets5.41M
BVPIX vs VIVAX Comparison Chart in %
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BVPIX vs. VIVAX commentary
Oct 19, 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 BVPIX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. BVPIX (5.41M). BVPIX pays higher dividends than VIVAX: BVPIX (2.17) vs VIVAX (1.97). BVPIX was incepted earlier than VIVAX: BVPIX (12 years) vs VIVAX (33 years). BVPIX (4.57) is less costly to investors than VIVAX (0.17). BVPIX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BVPIX: VIVAX (3000) vs BVPIX (5000). VIVAX annual gain was more profitable for investors over the last year : 4.63 vs. BVPIX (2.44). VIVAX (71.78) and BVPIX (70.31) have equivalent 5 years return.
| BVPIX | VIVAX | BVPIX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 4.57 | 0.17 | 2,688% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 9.885 | 9.738 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41M | 208B | 0% |
| Annual Yield % from dividends | 2.17 | 1.97 | 110% |
| Returns for 1 year | 2.44 | 4.63 | 53% |
| Returns for 3 years | 39.20 | 42.99 | 91% |
| Returns for 5 years | 70.31 | 71.78 | 98% |
| Returns for 10 years | 79.93 | 129.45 | 62% |
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