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SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$14.64
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets75.99M
Vanguard Balanced Index I
Price$51.75
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets59.67B
SQBFX vs VBAIX Comparison Chart in %
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SQBFX vs. VBAIX commentary
Sep 08, 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 StrongBuy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.7B vs. SQBFX (76M). VBAIX pays higher dividends than SQBFX: VBAIX (2.04) vs SQBFX (1.65). 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 : 12.17 vs. VBAIX (7.88). SQBFX return over 5 years is better than : 46.25 vs. VBAIX (30.67).
| SQBFX | VBAIX | SQBFX / VBAIX | |
| Total Expense Ratio | 2.66 | 0.06 | 4,433% |
| Annual Report Gross Expense Ratio | 2.66 | 0.06 | 4,433% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 8.974 | 7.532 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 59.7B | 0% |
| Annual Yield % from dividends | 1.65 | 2.04 | 81% |
| Returns for 1 year | 12.17 | 7.88 | 154% |
| Returns for 3 years | 43.45 | 31.62 | 137% |
| Returns for 5 years | 46.25 | 30.67 | 151% |
| Returns for 10 years | N/A | 98.43 | - |
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