SQBFX
Price
$14.29
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
73.16M
VBAIX
Price
$50.72
Change
+$0.17 (+0.34%)
Updated
Jul 25 closing price
Net Assets
58.27B
Interact to see
Advertisement

SQBFX vs VBAIX

Header iconSQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIXBanner chart's image
X-Square Balanced Fund, LLC A
Price$14.29
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.16M
Vanguard Balanced Index I
Price$50.72
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets58.27B
SQBFX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SQBFX vs. VBAIX commentary
Jul 26, 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 SQBFX is a Hold and VBAIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.3B vs. SQBFX (73.2M). VBAIX pays higher dividends than SQBFX: VBAIX (2.10) vs SQBFX (1.70). SQBFX was incepted earlier than VBAIX: SQBFX (6 years) vs VBAIX (25 years). SQBFX (2.66) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. SQBFX (19.58). SQBFX has a lower initial minimum investment than VBAIX: SQBFX (5000) vs VBAIX (5000000). SQBFX annual gain was more profitable for investors over the last year : 11.64 vs. VBAIX (7.99). SQBFX return over 5 years is better than : 47.61 vs. VBAIX (32.44).
SQBFXVBAIXSQBFX / VBAIX
Total Expense Ratio2.660.064,433%
Annual Report Gross Expense Ratio2.660.064,433%
Fund Existence6 years25 years-
Gain YTD5.8545.039116%
Front Load6%N/A-
Min. Initial Investment500050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets73.2M58.3B0%
Annual Yield % from dividends1.702.1081%
Returns for 1 year11.647.99146%
Returns for 3 years40.1127.10148%
Returns for 5 years47.6132.44147%
Returns for 10 yearsN/A87.68-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BHFAM11.620.47
+4.22%
Brighthouse Financial
ASTH23.270.77
+3.45%
Astrana Health
FORL11.57N/A
N/A
Four Leaf Acquisition Corp
AR32.53-0.73
-2.19%
ANTERO RESOURCES Corp
SKE15.46-0.62
-3.86%
Skeena Resources Limited