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SSIAX vs VBAIX
SSIAX vs VBAIX Comparison
Open Charts SSIAX vs VBAIX
1919 Socially Responsive Balanced A
Price$33.26
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets926.12M
Vanguard Balanced Index I
Price$51.41
Change+$0.62 (+1.22%)
VolumeN/A
Net Assets58.79B
SSIAX vs VBAIX Comparison Chart in %
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SSIAX vs. VBAIX commentary
Aug 26, 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: 58.8B vs. SSIAX (926M). VBAIX pays higher dividends than SSIAX: VBAIX (2.07) 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 : 8.23 vs. VBAIX (6.86). SSIAX return over 5 years is better than : 47.70 vs. VBAIX (30.28).
| 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 | 6.029 | 6.826 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 926M | 58.8B | 2% |
| Annual Yield % from dividends | 0.68 | 2.07 | 33% |
| Returns for 1 year | 8.23 | 6.86 | 120% |
| Returns for 3 years | 36.85 | 25.61 | 144% |
| Returns for 5 years | 47.70 | 30.28 | 158% |
| Returns for 10 years | 99.13 | 103.07 | 96% |
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