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SSIAX vs VBINX
SSIAX vs VBINX Comparison
Open Charts SSIAX vs VBINX
1919 Socially Responsive Balanced A
Price$33.03
Change+$0.26 (+0.79%)
VolumeN/A
Net Assets913.72M
Vanguard Balanced Index I
Price$51.13
Change+$0.39 (+0.77%)
VolumeN/A
Net Assets58.79B
SSIAX vs VBINX Comparison Chart in %
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SSIAX vs. VBINX commentary
Aug 13, 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 VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.8B vs. SSIAX (914M). VBINX pays higher dividends than SSIAX: VBINX (1.96) vs SSIAX (0.68). SSIAX was incepted earlier than VBINX: SSIAX (33 years) vs VBINX (33 years). SSIAX (0.95) is less costly to investors than VBINX (0.18). VBINX is a more actively managed with annual turnover of: 22.00 vs. SSIAX (10.00). VBINX has a lower initial minimum investment than SSIAX: VBINX (0) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 9.94 vs. VBINX (8.40). SSIAX return over 5 years is better than : 46.68 vs. VBINX (28.84).
| SSIAX | VBINX | SSIAX / VBINX | |
| Total Expense Ratio | 0.95 | 0.18 | 528% |
| Annual Report Gross Expense Ratio | 0.95 | 0.18 | 528% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 4.467 | 5.392 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 58.8B | 2% |
| Annual Yield % from dividends | 0.68 | 1.96 | 35% |
| Returns for 1 year | 9.94 | 8.40 | 118% |
| Returns for 3 years | 30.56 | 20.23 | 151% |
| Returns for 5 years | 46.68 | 28.84 | 162% |
| Returns for 10 years | 82.60 | 86.98 | 95% |
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