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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$31.91
Change-$0.36 (-1.12%)
VolumeN/A
Net Assets898.73M
Vanguard Balanced Index Adm
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
SSIAX vs VBIAX Comparison Chart
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SSIAX vs. VBIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.5B vs. SSIAX (899M). 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 : 11.90 vs. VBIAX (9.07). SSIAX return over 5 years is better than : 52.00 vs. VBIAX (28.13).
| 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 | 1.269 | 1.877 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 58.5B | 2% |
| Annual Yield % from dividends | 0.50 | 1.98 | 25% |
| Returns for 1 year | 11.90 | 9.07 | 131% |
| Returns for 3 years | 24.80 | 12.92 | 192% |
| Returns for 5 years | 52.00 | 28.13 | 185% |
| Returns for 10 years | 73.84 | 79.99 | 92% |
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