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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$32.07
Change+$0.23 (+0.72%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.82
Change+$0.35 (+0.69%)
VolumeN/A
CapitalizationN/A
SSIAX vs VBIAX Comparison Chart
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SSIAX vs. VBIAX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. SSIAX (895M). VBIAX pays higher dividends than SSIAX: VBIAX (1.98) vs SSIAX (0.50). SSIAX was incepted earlier than VBIAX: SSIAX (32 years) vs VBIAX (24 years). 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 : 18.28 vs. VBIAX (15.48). SSIAX return over 5 years is better than : 58.10 vs. VBIAX (35.45).
| SSIAX | VBIAX | SSIAX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 17.843 | 15.118 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 59.3B | 2% |
| Annual Yield % from dividends | 0.50 | 1.98 | 25% |
| Returns for 1 year | 18.28 | 15.48 | 118% |
| Returns for 3 years | 13.10 | 5.69 | 230% |
| Returns for 5 years | 58.10 | 35.45 | 164% |
| Returns for 10 years | 57.60 | 87.92 | 66% |
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