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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$29.63
Change-$0.88 (-2.88%)
VolumeN/A
Net Assets857.65M
Vanguard Balanced Index Adm
Price$45.72
Change-$1.31 (-2.79%)
VolumeN/A
Net Assets58.22B
SSIAX vs VBIAX Comparison Chart
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SSIAX vs. VBIAX commentary
Apr 04, 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 Hold and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.2B vs. SSIAX (858M). 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 : 5.69 vs. VBIAX (3.03). SSIAX return over 5 years is better than : 74.75 vs. VBIAX (47.55).
| 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 | -2.920 | -2.611 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 58.2B | 1% |
| Annual Yield % from dividends | 0.68 | 2.21 | 31% |
| Returns for 1 year | 5.69 | 3.03 | 188% |
| Returns for 3 years | 14.97 | 5.53 | 271% |
| Returns for 5 years | 74.75 | 47.55 | 157% |
| Returns for 10 years | 67.97 | 72.92 | 93% |
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