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SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$12.90
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets63.27M
Vanguard Balanced Index I
Price$44.96
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets55.53B
SQBFX vs VBAIX Comparison Chart
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SQBFX vs. VBAIX commentary
Apr 19, 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: 55.5B vs. SQBFX (63.3M). VBAIX pays higher dividends than SQBFX: VBAIX (2.22) vs SQBFX (1.79). SQBFX was incepted earlier than VBAIX: SQBFX (5 years) vs VBAIX (24 years). SQBFX (2.80) is less costly to investors than VBAIX (0.06). 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 : 3.91 vs. VBAIX (1.44). SQBFX return over 5 years is better than : 42.06 vs. VBAIX (28.24).
| SQBFX | VBAIX | SQBFX / VBAIX | |
| Total Expense Ratio | 2.75 | 0.06 | 4,583% |
| Annual Report Gross Expense Ratio | 2.80 | 0.06 | 4,667% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -5.020 | -6.915 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.3M | 55.5B | 0% |
| Annual Yield % from dividends | 1.79 | 2.22 | 81% |
| Returns for 1 year | 3.91 | 1.44 | 272% |
| Returns for 3 years | 13.66 | 4.87 | 280% |
| Returns for 5 years | 42.06 | 28.24 | 149% |
| Returns for 10 years | N/A | 64.47 | - |
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