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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$18.36
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets26.65M
Vanguard Value Index I
Price$73.91
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
BVSIX vs VIVAX Comparison Chart in %
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BVSIX vs. VIVAX commentary
Nov 14, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. BVSIX (26.6M). VIVAX pays higher dividends than BVSIX: VIVAX (1.98) vs BVSIX (1.22). 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 : 6.68 vs. BVSIX (3.21). BVSIX return over 5 years is better than : 72.34 vs. VIVAX (66.34).
| 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 | 10.075 | 11.965 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6M | 208B | 0% |
| Annual Yield % from dividends | 1.22 | 1.98 | 62% |
| Returns for 1 year | 3.21 | 6.68 | 48% |
| Returns for 3 years | 29.77 | 33.49 | 89% |
| Returns for 5 years | 72.34 | 66.34 | 109% |
| Returns for 10 years | 104.11 | 135.00 | 77% |
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