Interact to see
Advertisement
Advertisement
SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$13.55
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets69.15M
Vanguard Balanced Index I
Price$47.63
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets54.87B
SQBFX vs VBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBAIX commentary
May 24, 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.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 54.9B vs. SQBFX (69.1M). VBAIX pays higher dividends than SQBFX: VBAIX (2.22) vs SQBFX (1.81). SQBFX was incepted earlier than VBAIX: SQBFX (6 years) vs VBAIX (24 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 : 6.25 vs. VBAIX (3.41). SQBFX return over 5 years is better than : 50.28 vs. VBAIX (32.57).
| 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 | 24 years | - |
| Gain YTD | 0.675 | -1.139 | -59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.1M | 54.9B | 0% |
| Annual Yield % from dividends | 1.81 | 2.22 | 81% |
| Returns for 1 year | 6.25 | 3.41 | 184% |
| Returns for 3 years | 28.40 | 18.84 | 151% |
| Returns for 5 years | 50.28 | 32.57 | 154% |
| Returns for 10 years | N/A | 74.56 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers