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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$17.70
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets24.53M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
BVSIX vs VIVAX Comparison Chart in %
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BVSIX vs. VIVAX commentary
Aug 18, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. BVSIX (24.5M). VIVAX pays higher dividends than BVSIX: VIVAX (2.06) vs BVSIX (1.34). BVSIX was incepted earlier than VIVAX: BVSIX (21 years) vs VIVAX (33 years). BVSIX (3.03) is less costly to investors than VIVAX (0.17). BVSIX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BVSIX: VIVAX (3000) vs BVSIX (5000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. BVSIX (5.56). BVSIX return over 5 years is better than : 83.20 vs. VIVAX (68.56).
| BVSIX | VIVAX | BVSIX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 3.03 | 0.17 | 1,782% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 5.803 | 6.512 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 196B | 0% |
| Annual Yield % from dividends | 1.34 | 2.06 | 65% |
| Returns for 1 year | 5.56 | 7.90 | 70% |
| Returns for 3 years | 26.28 | 25.93 | 101% |
| Returns for 5 years | 83.20 | 68.56 | 121% |
| Returns for 10 years | 83.58 | 114.64 | 73% |
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