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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$33.67
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets935.27M
Vanguard Balanced Index Adm
Price$52.29
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets59.67B
SSIAX vs VBIAX Comparison Chart in %
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SSIAX vs. VBIAX commentary
Sep 15, 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: 59.7B vs. SSIAX (935M). VBIAX pays higher dividends than SSIAX: VBIAX (2.03) vs SSIAX (0.67). 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 : 8.89 vs. VBIAX (7.82). SSIAX return over 5 years is better than : 51.17 vs. VBIAX (33.96).
| 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 | 7.336 | 8.673 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 59.7B | 2% |
| Annual Yield % from dividends | 0.67 | 2.03 | 33% |
| Returns for 1 year | 8.89 | 7.82 | 114% |
| Returns for 3 years | 43.72 | 32.38 | 135% |
| Returns for 5 years | 51.17 | 33.96 | 151% |
| Returns for 10 years | 95.05 | 100.11 | 95% |
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