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BVSIX vs VIVAX
BVSIX vs VIVAX Comparison
Open Charts BVSIX vs VIVAX
Baywood Socially Responsible Instl
Price$18.02
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets24.99M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
BVSIX vs VIVAX Comparison Chart in %
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BVSIX vs. VIVAX commentary
Sep 09, 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: 203B vs. BVSIX (25M). VIVAX pays higher dividends than BVSIX: VIVAX (1.99) vs BVSIX (1.28). 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). BVSIX (7.78) and VIVAX (7.74) have marching annual gain over last year. BVSIX return over 5 years is better than : 87.41 vs. VIVAX (70.18).
| 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 | 7.715 | 7.845 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 203B | 0% |
| Annual Yield % from dividends | 1.28 | 1.99 | 64% |
| Returns for 1 year | 7.78 | 7.74 | 100% |
| Returns for 3 years | 32.62 | 36.63 | 89% |
| Returns for 5 years | 87.41 | 70.18 | 125% |
| Returns for 10 years | 100.19 | 131.64 | 76% |
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