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SSIAX vs VBIAX
SSIAX vs VBIAX Comparison
Open Charts SSIAX vs VBIAX
1919 Socially Responsive Balanced A
Price$34.26
Change-$0.17 (-0.49%)
VolumeN/A
Net Assets941.67M
Vanguard Balanced Index Adm
Price$52.42
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets61.23B
SSIAX vs VBIAX Comparison Chart in %
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SSIAX vs. VBIAX commentary
Jan 15, 2026
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: 61.2B vs. SSIAX (942M). VBIAX pays higher dividends than SSIAX: VBIAX (2.07) vs SSIAX (0.76). 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 (10.66) and VBIAX (10.44) have marching annual gain over last year. SSIAX return over 5 years is better than : 42.51 vs. VBIAX (24.40).
| 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 | 0.293 | 1.197 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 61.2B | 2% |
| Annual Yield % from dividends | 0.76 | 2.07 | 37% |
| Returns for 1 year | 10.66 | 10.44 | 102% |
| Returns for 3 years | 46.26 | 32.39 | 143% |
| Returns for 5 years | 42.51 | 24.40 | 174% |
| Returns for 10 years | 127.07 | 109.61 | 116% |
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