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SSIAX vs VBAIX
SSIAX vs VBAIX Comparison
Open Charts SSIAX vs VBAIX
1919 Socially Responsive Balanced A
Price$32.62
Change-$0.13 (-0.40%)
VolumeN/A
Net Assets914.03M
Vanguard Balanced Index I
Price$49.99
Change-$0.21 (-0.42%)
VolumeN/A
Net Assets58.27B
SSIAX vs VBAIX Comparison Chart in %
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SSIAX vs. VBAIX commentary
Jul 12, 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 Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.3B vs. SSIAX (914M). VBAIX pays higher dividends than SSIAX: VBAIX (2.10) vs SSIAX (0.68). 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 (10.00). 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 : 6.92 vs. VBAIX (5.40). SSIAX return over 5 years is better than : 53.48 vs. VBAIX (32.77).
| 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 | 4.403 | 4.312 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 58.3B | 2% |
| Annual Yield % from dividends | 0.68 | 2.10 | 33% |
| Returns for 1 year | 6.92 | 5.40 | 128% |
| Returns for 3 years | 43.47 | 28.84 | 151% |
| Returns for 5 years | 53.48 | 32.77 | 163% |
| Returns for 10 years | 81.81 | 85.64 | 96% |
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