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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$33.72
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets934.35M
Vanguard Balanced Index Adm
Price$52.48
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets60.99B
SSIAX vs VBIAX Comparison Chart in %
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SSIAX vs. VBIAX commentary
Oct 17, 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: 61B vs. SSIAX (934M). VBIAX pays higher dividends than SSIAX: VBIAX (2.02) vs SSIAX (0.74). 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 : 7.16 vs. VBIAX (6.23). SSIAX return over 5 years is better than : 45.75 vs. VBIAX (30.92).
| 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 | 7.760 | 9.393 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 61B | 2% |
| Annual Yield % from dividends | 0.74 | 2.02 | 37% |
| Returns for 1 year | 7.16 | 6.23 | 115% |
| Returns for 3 years | 56.44 | 43.74 | 129% |
| Returns for 5 years | 45.75 | 30.92 | 148% |
| Returns for 10 years | 94.30 | 98.21 | 96% |
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