Interact to see
Advertisement
Advertisement
SSIAX vs VBAIX
SSIAX vs VBAIX Comparison
Open Charts SSIAX vs VBAIX
1919 Socially Responsive Balanced A
Price$33.98
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets932.14M
Vanguard Balanced Index I
Price$52.27
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets61.72B
SSIAX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSIAX vs. VBAIX commentary
Nov 20, 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 SSIAX is a Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.7B vs. SSIAX (932M). VBAIX pays higher dividends than SSIAX: VBAIX (2.00) vs SSIAX (0.72). SSIAX was incepted earlier than VBAIX: SSIAX (33 years) vs VBAIX (25 years). SSIAX (0.95) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. SSIAX (12.00). SSIAX has a lower initial minimum investment than VBAIX: SSIAX (1000) vs VBAIX (5000000). SSIAX annual gain was more profitable for investors over the last year : 7.61 vs. VBAIX (5.06). SSIAX return over 5 years is better than : 45.86 vs. VBAIX (27.60).
| SSIAX | VBAIX | SSIAX / VBAIX | |
| Total Expense Ratio | 0.95 | 0.06 | 1,583% |
| Annual Report Gross Expense Ratio | 0.95 | 0.06 | 1,583% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 8.207 | 8.791 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 61.7B | 2% |
| Annual Yield % from dividends | 0.72 | 2.00 | 36% |
| Returns for 1 year | 7.61 | 5.06 | 150% |
| Returns for 3 years | 47.11 | 33.23 | 142% |
| Returns for 5 years | 45.86 | 27.60 | 166% |
| Returns for 10 years | 92.76 | 94.95 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement