Interact to see
Advertisement
Advertisement
SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$13.84
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
Vanguard Balanced Index I
Price$48.71
Change-$0.42 (-0.85%)
VolumeN/A
Net Assets56.6B
SQBFX vs VBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBAIX commentary
Jun 15, 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: 56.6B vs. SQBFX (70.1M). VBAIX pays higher dividends than SQBFX: VBAIX (2.15) vs SQBFX (1.75). 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 : 8.38 vs. VBAIX (3.76). SQBFX return over 5 years is better than : 49.46 vs. VBAIX (32.41).
| 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 | 2.377 | 0.849 | 280% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.1M | 56.6B | 0% |
| Annual Yield % from dividends | 1.75 | 2.15 | 82% |
| Returns for 1 year | 8.38 | 3.76 | 223% |
| Returns for 3 years | 35.26 | 27.47 | 128% |
| Returns for 5 years | 49.46 | 32.41 | 153% |
| Returns for 10 years | N/A | 79.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RREYX | 30.05 | -0.25 | -0.83% |
| Russell Inv Global Real Estate Secs Y | |||
| IFUTX | 26.60 | -0.24 | -0.89% |
| Invesco Dividend Income R6 | |||
| RAFGX | 43.39 | -0.60 | -1.36% |
| American Funds AMCAP R6 | |||
| ICISX | 15.72 | -0.25 | -1.57% |
| VY® Columbia Small Cap Value II I | |||
| GTSCX | 31.35 | -0.68 | -2.12% |
| Glenmede Small Cap Equity Instl | |||