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SSIAX vs VBAIX
SSIAX vs VBAIX Comparison
Open Charts SSIAX vs VBAIX
1919 Socially Responsive Balanced A
Price$34.26
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets945.59M
Vanguard Balanced Index I
Price$53.23
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets60.99B
SSIAX vs VBAIX Comparison Chart in %
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SSIAX vs. VBAIX commentary
Oct 27, 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: 61B vs. SSIAX (946M). 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 : 10.03 vs. VBAIX (8.60). SSIAX return over 5 years is better than : 48.95 vs. VBAIX (33.56).
| 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 | 9.420 | 11.002 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 61B | 2% |
| Annual Yield % from dividends | 0.74 | 2.03 | 36% |
| Returns for 1 year | 10.03 | 8.60 | 117% |
| Returns for 3 years | 51.41 | 39.71 | 129% |
| Returns for 5 years | 48.95 | 33.56 | 146% |
| Returns for 10 years | 95.03 | 99.78 | 95% |
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