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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$31.93
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets887.66M
Vanguard Balanced Index Adm
Price$48.52
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets56.6B
SSIAX vs VBIAX Comparison Chart
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SSIAX vs. VBIAX commentary
Jun 07, 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. SSIAX (888M). VBIAX pays higher dividends than SSIAX: VBIAX (2.14) vs SSIAX (0.65). SSIAX was incepted earlier than VBIAX: SSIAX (33 years) vs VBIAX (25 years). SSIAX (0.98) 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 : 7.53 vs. VBIAX (4.70). SSIAX return over 5 years is better than : 52.78 vs. VBIAX (28.76).
| SSIAX | VBIAX | SSIAX / VBIAX | |
| Total Expense Ratio | 0.98 | 0.07 | 1,400% |
| Annual Report Gross Expense Ratio | 0.98 | 0.07 | 1,400% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 1.725 | 0.826 | 209% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 56.6B | 2% |
| Annual Yield % from dividends | 0.65 | 2.14 | 30% |
| Returns for 1 year | 7.53 | 4.70 | 160% |
| Returns for 3 years | 33.63 | 18.54 | 181% |
| Returns for 5 years | 52.78 | 28.76 | 183% |
| Returns for 10 years | 78.48 | 80.52 | 97% |
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