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SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
SQBFX vs VBAIX Comparison Chart in %
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SQBFX vs. VBAIX commentary
Jul 05, 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 (72.5M). VBAIX pays higher dividends than SQBFX: VBAIX (2.10) vs SQBFX (1.70). 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 : 11.52 vs. VBAIX (6.51). SQBFX return over 5 years is better than : 49.79 vs. VBAIX (34.28).
| 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 | 5.261 | 4.249 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.5M | 56.6B | 0% |
| Annual Yield % from dividends | 1.70 | 2.10 | 81% |
| Returns for 1 year | 11.52 | 6.51 | 177% |
| Returns for 3 years | 39.46 | 28.54 | 138% |
| Returns for 5 years | 49.79 | 34.28 | 145% |
| Returns for 10 years | N/A | 87.33 | - |
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