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SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$13.90
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets67.77M
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
SQBFX vs VBAIX Comparison Chart
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SQBFX vs. VBAIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.5B vs. SQBFX (67.8M). VBAIX pays higher dividends than SQBFX: VBAIX (1.99) vs SQBFX (1.37). SQBFX was incepted earlier than VBAIX: SQBFX (5 years) vs VBAIX (24 years). SQBFX is a more actively managed with annual turnover of: 30.18 vs. VBAIX (19.00). 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 : 13.84 vs. VBAIX (10.16). SQBFX return over 5 years is better than : 44.25 vs. VBAIX (29.43).
| SQBFX | VBAIX | SQBFX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 3.742 | 2.887 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 58.5B | 0% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 13.84 | 10.16 | 136% |
| Returns for 3 years | 26.90 | 14.05 | 191% |
| Returns for 5 years | 44.25 | 29.43 | 150% |
| Returns for 10 years | N/A | 81.90 | - |
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