Interact to see
Advertisement
Advertisement
SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$32.75
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets908.51M
Vanguard Balanced Index Adm
Price$49.94
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets56.6B
SSIAX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSIAX vs. VBIAX commentary
Jul 03, 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 (909M). VBIAX pays higher dividends than SSIAX: VBIAX (2.09) 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 : 7.97 vs. VBIAX (6.23). SSIAX return over 5 years is better than : 56.10 vs. VBIAX (33.28).
| 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 | 4.276 | 3.498 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 56.6B | 2% |
| Annual Yield % from dividends | 0.68 | 2.09 | 33% |
| Returns for 1 year | 7.97 | 6.23 | 128% |
| Returns for 3 years | 42.74 | 27.60 | 155% |
| Returns for 5 years | 56.10 | 33.28 | 169% |
| Returns for 10 years | 83.75 | 85.79 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement