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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$34.33
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets955.05M
Vanguard Balanced Index Adm
Price$52.72
Change-$0.64 (-1.20%)
VolumeN/A
Net Assets61.72B
SSIAX vs VBIAX Comparison Chart in %
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SSIAX vs. VBIAX commentary
Nov 14, 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 (955M). 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 (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 : 8.85 vs. VBIAX (6.75). SSIAX return over 5 years is better than : 48.62 vs. VBIAX (30.81).
| 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 | 10.762 | 11.291 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 61.7B | 2% |
| Annual Yield % from dividends | 0.72 | 1.99 | 36% |
| Returns for 1 year | 8.85 | 6.75 | 131% |
| Returns for 3 years | 50.20 | 35.88 | 140% |
| Returns for 5 years | 48.62 | 30.81 | 158% |
| Returns for 10 years | 101.95 | 103.17 | 99% |
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