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SSIAX vs VBAIX
SSIAX vs VBAIX Comparison
Open Charts SSIAX vs VBAIX
1919 Socially Responsive Balanced A
Price$31.93
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets885.74M
Vanguard Balanced Index I
Price$48.80
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets56.6B
SSIAX vs VBAIX Comparison Chart in %
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SSIAX vs. VBAIX commentary
Jun 20, 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: 56.6B vs. SSIAX (886M). VBAIX pays higher dividends than SSIAX: VBAIX (2.15) vs SSIAX (0.65). 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 : 5.04 vs. VBAIX (3.36). SSIAX return over 5 years is better than : 53.97 vs. VBAIX (30.93).
| 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 | 1.598 | 1.035 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 56.6B | 2% |
| Annual Yield % from dividends | 0.65 | 2.15 | 30% |
| Returns for 1 year | 5.04 | 3.36 | 150% |
| Returns for 3 years | 44.21 | 28.25 | 156% |
| Returns for 5 years | 53.97 | 30.93 | 174% |
| Returns for 10 years | 76.26 | 79.33 | 96% |
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