Ad is loading...
SSIAX vs VBAIX
SSIAX vs VBAIX Comparison
Open Charts SSIAX vs VBAIX
1919 Socially Responsive Balanced A
Price$30.37
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets847.82M
Vanguard Balanced Index I
Price$46.34
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets55.53B
SSIAX vs VBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSIAX vs. VBAIX commentary
Apr 28, 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: 55.5B vs. SSIAX (848M). VBAIX pays higher dividends than SSIAX: VBAIX (2.22) vs SSIAX (0.68). SSIAX was incepted earlier than VBAIX: SSIAX (32 years) vs VBAIX (24 years). SSIAX (0.98) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 19.00 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 : 7.27 vs. VBAIX (4.32). SSIAX return over 5 years is better than : 57.92 vs. VBAIX (32.94).
| SSIAX | VBAIX | SSIAX / VBAIX | |
| Total Expense Ratio | 0.98 | 0.06 | 1,633% |
| Annual Report Gross Expense Ratio | 0.98 | 0.06 | 1,633% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -3.366 | -4.058 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 55.5B | 2% |
| Annual Yield % from dividends | 0.68 | 2.22 | 31% |
| Returns for 1 year | 7.27 | 4.32 | 168% |
| Returns for 3 years | 25.49 | 11.35 | 225% |
| Returns for 5 years | 57.92 | 32.94 | 176% |
| Returns for 10 years | 66.14 | 69.35 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers