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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$32.55
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets915.76M
Vanguard Balanced Index Adm
Price$50.13
Change-$0.36 (-0.71%)
VolumeN/A
Net Assets58.27B
SSIAX vs VBIAX Comparison Chart in %
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SSIAX vs. VBIAX commentary
Aug 02, 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. SSIAX (916M). VBIAX pays higher dividends than SSIAX: VBIAX (2.06) vs SSIAX (0.68). SSIAX was incepted earlier than VBIAX: SSIAX (33 years) vs VBIAX (25 years). SSIAX (0.95) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. SSIAX (10.00). SSIAX has a lower initial minimum investment than VBIAX: SSIAX (1000) vs VBIAX (3000). SSIAX annual gain was more profitable for investors over the last year : 8.73 vs. VBIAX (6.78). SSIAX return over 5 years is better than : 50.25 vs. VBIAX (30.75).
| SSIAX | VBIAX | SSIAX / VBIAX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 4.658 | 4.933 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 58.3B | 2% |
| Annual Yield % from dividends | 0.68 | 2.06 | 33% |
| Returns for 1 year | 8.73 | 6.78 | 129% |
| Returns for 3 years | 35.25 | 23.43 | 150% |
| Returns for 5 years | 50.25 | 30.75 | 163% |
| Returns for 10 years | 82.15 | 87.11 | 94% |
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