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SSIAX vs VBAIX
SSIAX vs VBAIX Comparison
Open Charts SSIAX vs VBAIX
1919 Socially Responsive Balanced A
Price$33.89
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets940.13M
Vanguard Balanced Index I
Price$52.67
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.67B
SSIAX vs VBAIX Comparison Chart in %
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SSIAX vs. VBAIX commentary
Oct 06, 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: 59.7B vs. SSIAX (940M). VBAIX pays higher dividends than SSIAX: VBAIX (2.03) vs SSIAX (0.74). 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 : 9.71 vs. VBAIX (8.04). SSIAX return over 5 years is better than : 51.08 vs. VBAIX (34.98).
| 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 | 8.239 | 9.834 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 940M | 59.7B | 2% |
| Annual Yield % from dividends | 0.74 | 2.03 | 36% |
| Returns for 1 year | 9.71 | 8.04 | 121% |
| Returns for 3 years | 49.19 | 38.07 | 129% |
| Returns for 5 years | 51.08 | 34.98 | 146% |
| Returns for 10 years | 97.24 | 102.38 | 95% |
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