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SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$14.44
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets74.29M
Vanguard Balanced Index I
Price$51.15
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets58.79B
SQBFX vs VBAIX Comparison Chart in %
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SQBFX vs. VBAIX commentary
Aug 16, 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: 58.8B vs. SQBFX (74.3M). VBAIX pays higher dividends than SQBFX: VBAIX (2.07) vs SQBFX (1.69). 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 : 10.80 vs. VBAIX (7.12). SQBFX return over 5 years is better than : 45.19 vs. VBAIX (30.65).
| 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 | 7.488 | 6.535 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3M | 58.8B | 0% |
| Annual Yield % from dividends | 1.69 | 2.07 | 82% |
| Returns for 1 year | 10.80 | 7.12 | 152% |
| Returns for 3 years | 33.41 | 21.22 | 157% |
| Returns for 5 years | 45.19 | 30.65 | 147% |
| Returns for 10 years | N/A | 89.78 | - |
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