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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$33.88
Change-$0.17 (-0.50%)
VolumeN/A
Net Assets936.7M
Vanguard Balanced Index Adm
Price$52.16
Change-$0.21 (-0.40%)
VolumeN/A
Net Assets61.72B
SSIAX vs VBIAX Comparison Chart in %
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SSIAX vs. VBIAX commentary
Nov 19, 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: 61.7B vs. SSIAX (937M). VBIAX pays higher dividends than SSIAX: VBIAX (1.99) vs SSIAX (0.72). 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 (12.00). 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 : 8.56 vs. VBIAX (5.84). SSIAX return over 5 years is better than : 46.04 vs. VBIAX (27.76).
| 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 | 8.750 | 9.226 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 61.7B | 2% |
| Annual Yield % from dividends | 0.72 | 1.99 | 36% |
| Returns for 1 year | 8.56 | 5.84 | 147% |
| Returns for 3 years | 47.85 | 33.75 | 142% |
| Returns for 5 years | 46.04 | 27.76 | 166% |
| Returns for 10 years | 93.73 | 95.59 | 98% |
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