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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$30.20
Change+$0.54 (+1.82%)
VolumeN/A
Net Assets828.04M
Vanguard Balanced Index Adm
Price$46.08
Change+$0.66 (+1.45%)
VolumeN/A
Net Assets55.53B
SSIAX vs VBIAX Comparison Chart
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SSIAX vs. VBIAX commentary
Apr 25, 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: 55.5B vs. SSIAX (828M). VBIAX pays higher dividends than SSIAX: VBIAX (2.21) vs SSIAX (0.68). SSIAX was incepted earlier than VBIAX: SSIAX (32 years) vs VBIAX (24 years). SSIAX (0.98) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 19.00 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 : 4.65 vs. VBIAX (1.83). SSIAX return over 5 years is better than : 54.22 vs. VBIAX (30.30).
| 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 | 32 years | 24 years | - |
| Gain YTD | -5.625 | -5.945 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 55.5B | 1% |
| Annual Yield % from dividends | 0.68 | 2.21 | 31% |
| Returns for 1 year | 4.65 | 1.83 | 254% |
| Returns for 3 years | 20.01 | 7.40 | 270% |
| Returns for 5 years | 54.22 | 30.30 | 179% |
| Returns for 10 years | 62.17 | 65.90 | 94% |
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