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SESLX vs VBIAX
SESLX vs VBIAX Comparison
Open Charts SESLX vs VBIAX
1919 Socially Responsive Balanced C
Price$31.29
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets889.96M
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
SESLX vs VBIAX Comparison Chart
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SESLX vs. VBIAX commentary
Jan 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 SESLX is a Buy and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. SESLX (890M). VBIAX pays higher dividends than SESLX: VBIAX (1.98) vs SESLX (0.09). SESLX was incepted earlier than VBIAX: SESLX (32 years) vs VBIAX (24 years). VBIAX is a more actively managed with annual turnover of: 19.00 vs. SESLX (10.00). SESLX has a lower initial minimum investment than VBIAX: SESLX (1000) vs VBIAX (3000). SESLX annual gain was more profitable for investors over the last year : 15.75 vs. VBIAX (12.42). SESLX return over 5 years is better than : 47.86 vs. VBIAX (28.95).
| SESLX | VBIAX | SESLX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 0.741 | 1.361 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 57.5B | 2% |
| Annual Yield % from dividends | 0.09 | 1.98 | 5% |
| Returns for 1 year | 15.75 | 12.42 | 127% |
| Returns for 3 years | 15.79 | 7.75 | 204% |
| Returns for 5 years | 47.86 | 28.95 | 165% |
| Returns for 10 years | 70.28 | 84.29 | 83% |